Interact to see
Advertisement
Advertisement
BTSMX vs VEXAX
BTSMX vs VEXAX Comparison
Open Charts BTSMX vs VEXAX
BTSMX vs VEXAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BTSMX vs. VEXAX commentary
Aug 03, 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 StrongBuy and VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 97.7B vs. BTSMX (782M). 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 : 19.75 vs. BTSMX (10.63). VEXAX return over 5 years is better than : 28.28 vs. BTSMX (23.04).
| BTSMX | VEXAX | BTSMX / VEXAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.81 | 0.05 | 1,620% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 10.334 | 13.061 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 782M | 97.7B | 1% |
| Annual Yield % from dividends | 0.73 | 1.03 | 71% |
| Returns for 1 year | 10.63 | 19.75 | 54% |
| Returns for 3 years | 25.70 | 51.91 | 50% |
| Returns for 5 years | 23.04 | 28.28 | 81% |
| Returns for 10 years | 126.37 | 175.82 | 72% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| STCAX | 18.17 | 0.25 | +1.40% |
| Virtus Silvant Large-Cap Growth Stk I | |||
| EIVFX | 15.34 | 0.15 | +0.99% |
| Allspring Special Large Cap Value R6 | |||
| NBGEX | 60.24 | 0.28 | +0.47% |
| Neuberger Genesis Tr | |||
| ARIHX | 7.87 | 0.03 | +0.38% |
| Aristotle Small/Mid Cap Equity I | |||
| STMSX | 27.50 | -0.04 | -0.15% |
| SEI Tax-Managed Small/Mid Cap F (SIMT) | |||