BTSMX
Price
$28.01
Change
+$0.17 (+0.61%)
Updated
Aug 21 closing price
Net Assets
793.27M
VEXAX
Price
$186.29
Change
+$1.58 (+0.86%)
Updated
Aug 21 closing price
Net Assets
93.63B
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BTSMX vs VEXAX

BTSMX vs VEXAX Comparison Chart in %
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BTSMX vs. VEXAX commentary
Aug 23, 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 BTSMX is a Buy and VEXAX is a Hold.

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FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 93.6B vs. BTSMX (793M). VEXAX pays higher dividends than BTSMX: VEXAX (1.03) vs BTSMX (0.73). BTSMX was incepted earlier than VEXAX: BTSMX (15 years) vs VEXAX (26 years). BTSMX (0.81) is less costly to investors than VEXAX (0.05). BTSMX is a more actively managed with annual turnover of: 26.52 vs. VEXAX (12.00). VEXAX has a lower initial minimum investment than BTSMX: VEXAX (3000) vs BTSMX (1000000). VEXAX annual gain was more profitable for investors over the last year : 23.89 vs. BTSMX (12.89). VEXAX return over 5 years is better than : 36.15 vs. BTSMX (26.36).
BTSMXVEXAXBTSMX / VEXAX
Total Expense Ratio0.750.051,500%
Annual Report Gross Expense Ratio0.810.051,620%
Fund Existence15 years26 years-
Gain YTD13.95417.62679%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets793M93.6B1%
Annual Yield % from dividends0.731.0371%
Returns for 1 year12.8923.8954%
Returns for 3 years35.0969.8150%
Returns for 5 years26.3636.1573%
Returns for 10 years125.26178.6370%
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