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BTSMX vs VIEIX
BTSMX vs VIEIX Comparison
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BTSMX vs VIEIX Comparison Chart in %
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BTSMX vs. VIEIX 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 VIEIX is a Buy.
FUNDAMENTALS
Fundamentals
VIEIX has more cash in the bank: 95.3B vs. BTSMX (736M). VIEIX pays higher dividends than BTSMX: VIEIX (1.01) vs BTSMX (0.72). BTSMX was incepted earlier than VIEIX: BTSMX (15 years) vs VIEIX (29 years). BTSMX (0.81) is less costly to investors than VIEIX (0.04). BTSMX is a more actively managed with annual turnover of: 26.52 vs. VIEIX (12.00). BTSMX has a lower initial minimum investment than VIEIX: BTSMX (1000000) vs VIEIX (5000000). VIEIX annual gain was more profitable for investors over the last year : 12.28 vs. BTSMX (5.30). VIEIX return over 5 years is better than : 27.90 vs. BTSMX (19.49).
| BTSMX | VIEIX | BTSMX / VIEIX | |
| Total Expense Ratio | 0.75 | 0.04 | 1,875% |
| Annual Report Gross Expense Ratio | 0.81 | 0.04 | 2,025% |
| Fund Existence | 15 years | 29 years | - |
| Gain YTD | 8.503 | 13.069 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| 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 | 59.79 | 47% |
| Returns for 5 years | 19.49 | 27.90 | 70% |
| Returns for 10 years | 121.76 | 175.87 | 69% |
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