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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
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 VEXMX is a Buy.
FUNDAMENTALS
Fundamentals
VEXMX has more cash in the bank: 95.3B vs. BTSMX (736M). VEXMX pays higher dividends than BTSMX: VEXMX (0.88) vs BTSMX (0.72). 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 : 12.24 vs. BTSMX (5.30). VEXMX return over 5 years is better than : 27.72 vs. BTSMX (19.49).
| 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 | 8.503 | 13.020 | 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 | 0.88 | 81% |
| Returns for 1 year | 5.30 | 12.24 | 43% |
| Returns for 3 years | 28.15 | 59.59 | 47% |
| Returns for 5 years | 19.49 | 27.72 | 70% |
| Returns for 10 years | 121.76 | 174.84 | 70% |
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