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BSMKX vs VRTIX
BSMKX vs VRTIX Comparison
Open Charts BSMKX vs VRTIX
BSMKX vs VRTIX Comparison Chart in %
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BSMKX vs. VRTIX commentary
Aug 17, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BSMKX is a Buy and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 17.5B vs. BSMKX (1.4B). BSMKX pays higher dividends than VRTIX: BSMKX (1.17) vs VRTIX (1.12). BSMKX was incepted earlier than VRTIX: BSMKX (11 years) vs VRTIX (16 years). BSMKX (0.08) is less costly to investors than VRTIX (0.05). BSMKX is a more actively managed with annual turnover of: 36.00 vs. VRTIX (14.00). BSMKX (5000000) and VRTIX (5000000) have matching initial minimum investment requirements. VRTIX annual gain was more profitable for investors over the last year : 33.93 vs. BSMKX (31.23). VRTIX (40.57) and BSMKX (40.52) have equivalent 5 years return.
| BSMKX | VRTIX | BSMKX / VRTIX | |
| Total Expense Ratio | 0.07 | 0.05 | 140% |
| Annual Report Gross Expense Ratio | 0.08 | 0.05 | 160% |
| Fund Existence | 11 years | 16 years | - |
| Gain YTD | 25.194 | 24.060 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.4B | 17.5B | 8% |
| Annual Yield % from dividends | 1.17 | 1.12 | 105% |
| Returns for 1 year | 31.23 | 33.93 | 92% |
| Returns for 3 years | 65.17 | 63.78 | 102% |
| Returns for 5 years | 40.52 | 40.57 | 100% |
| Returns for 10 years | 155.62 | 159.85 | 97% |
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