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BTSMX vs VEXAX
BTSMX vs VEXAX Comparison
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BTSMX vs VEXAX Comparison Chart in %
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BTSMX vs. VEXAX commentary
Sep 13, 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 Hold and VEXAX is a Buy.
FUNDAMENTALS
Fundamentals
VEXAX has more cash in the bank: 95.3B vs. BTSMX (736M). VEXAX pays higher dividends than BTSMX: VEXAX (1.01) vs BTSMX (0.72). 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 : 12.28 vs. BTSMX (5.30). VEXAX return over 5 years is better than : 27.88 vs. BTSMX (19.49).
| 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 | 8.503 | 13.067 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 736M | 95.3B | 1% |
| Annual Yield % from dividends | 0.72 | 1.01 | 71% |
| Returns for 1 year | 5.30 | 12.28 | 43% |
| Returns for 3 years | 28.15 | 59.77 | 47% |
| Returns for 5 years | 19.49 | 27.88 | 70% |
| Returns for 10 years | 121.76 | 175.81 | 69% |
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