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BTSMX vs VEXMX
BTSMX vs VEXMX Comparison
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BTSMX vs VEXMX Comparison Chart in %
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BTSMX vs. VEXMX commentary
Jul 14, 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 VEXMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 97.7B vs. BTSMX (774M). VEXMX pays higher dividends than BTSMX: VEXMX (0.87) vs BTSMX (0.75). BTSMX was incepted earlier than VEXMX: BTSMX (15 years) vs VEXMX (39 years). BTSMX (0.81) is less costly to investors than VEXMX (0.19). BTSMX is a more actively managed with annual turnover of: 26.52 vs. VEXMX (12.00). VEXMX has a lower initial minimum investment than BTSMX: VEXMX (3000) vs BTSMX (1000000). VEXMX annual gain was more profitable for investors over the last year : 23.48 vs. BTSMX (7.51). VEXMX return over 5 years is better than : 33.85 vs. BTSMX (23.11).
| BTSMX | VEXMX | BTSMX / VEXMX | |
| Total Expense Ratio | 0.75 | 0.19 | 395% |
| Annual Report Gross Expense Ratio | 0.81 | 0.19 | 426% |
| Fund Existence | 15 years | 39 years | - |
| Gain YTD | 8.137 | 15.569 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 774M | 97.7B | 1% |
| Annual Yield % from dividends | 0.75 | 0.87 | 86% |
| Returns for 1 year | 7.51 | 23.48 | 32% |
| Returns for 3 years | 24.96 | 58.99 | 42% |
| Returns for 5 years | 23.11 | 33.85 | 68% |
| Returns for 10 years | 120.16 | 181.17 | 66% |
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