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BTSMX vs VIMAX
BTSMX vs VIMAX Comparison
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BTSMX vs VIMAX Comparison Chart in %
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BTSMX vs. VIMAX commentary
Jun 24, 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 VIMAX is a Hold.
FUNDAMENTALS
Fundamentals
VIMAX has more cash in the bank: 219B vs. BTSMX (756M). VIMAX pays higher dividends than BTSMX: VIMAX (1.36) vs BTSMX (0.79). BTSMX was incepted earlier than VIMAX: BTSMX (15 years) vs VIMAX (25 years). BTSMX (0.81) is less costly to investors than VIMAX (0.05). BTSMX is a more actively managed with annual turnover of: 26.52 vs. VIMAX (16.00). VIMAX has a lower initial minimum investment than BTSMX: VIMAX (3000) vs BTSMX (1000000). VIMAX annual gain was more profitable for investors over the last year : 17.10 vs. BTSMX (5.70). VIMAX return over 5 years is better than : 37.21 vs. BTSMX (19.55).
| BTSMX | VIMAX | BTSMX / VIMAX | |
| Total Expense Ratio | 0.75 | 0.05 | 1,500% |
| Annual Report Gross Expense Ratio | 0.81 | 0.05 | 1,620% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | 4.312 | 10.951 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 756M | 219B | 0% |
| Annual Yield % from dividends | 0.79 | 1.36 | 58% |
| Returns for 1 year | 5.70 | 17.10 | 33% |
| Returns for 3 years | 27.38 | 52.60 | 52% |
| Returns for 5 years | 19.55 | 37.21 | 53% |
| Returns for 10 years | 123.53 | 172.63 | 72% |
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