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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
Jul 26, 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 Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 18.6B vs. BSMKX (1.34B). BSMKX (1.09) and VRTIX (1.08) have matching dividends . 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 : 30.56 vs. BSMKX (26.55). BSMKX (35.92) and VRTIX (35.06) 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 | 19.421 | 18.394 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.34B | 18.6B | 7% |
| Annual Yield % from dividends | 1.09 | 1.08 | 101% |
| Returns for 1 year | 26.55 | 30.56 | 87% |
| Returns for 3 years | 52.47 | 50.86 | 103% |
| Returns for 5 years | 35.92 | 35.06 | 102% |
| Returns for 10 years | 145.27 | 151.11 | 96% |
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