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BSVSX vs VEXPX
BSVSX vs VEXPX Comparison
Open Charts BSVSX vs VEXPX
Baird Equity Opportunity Investor
Price$14.04
Change+$0.26 (+1.89%)
VolumeN/A
Net Assets68.99M
BSVSX vs VEXPX Comparison Chart
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BSVSX vs. VEXPX commentary
May 02, 2025
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 BSVSX is a Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.8B vs. BSVSX (69M). VEXPX pays higher dividends than BSVSX: VEXPX (0.44) vs BSVSX (0.01). BSVSX was incepted earlier than VEXPX: BSVSX (13 years) vs VEXPX (57 years). BSVSX (1.95) is less costly to investors than VEXPX (0.44). BSVSX is a more actively managed with annual turnover of: 76.00 vs. VEXPX (35.00). BSVSX has a lower initial minimum investment than VEXPX: BSVSX (2500) vs VEXPX (3000). BSVSX annual gain was more profitable for investors over the last year : 7.75 vs. VEXPX (-7.87). VEXPX return over 5 years is better than : 19.43 vs. BSVSX (11.79).
| BSVSX | VEXPX | BSVSX / VEXPX | |
| Total Expense Ratio | 1.50 | 0.44 | 341% |
| Annual Report Gross Expense Ratio | 1.95 | 0.44 | 443% |
| Fund Existence | 13 years | 57 years | - |
| Gain YTD | -14.886 | -10.648 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 69M | 19.8B | 0% |
| Annual Yield % from dividends | 0.01 | 0.44 | 2% |
| Returns for 1 year | 7.75 | -7.87 | -98% |
| Returns for 3 years | -14.56 | -3.02 | 482% |
| Returns for 5 years | 11.79 | 19.43 | 61% |
| Returns for 10 years | 1.36 | 4.91 | 28% |
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