BEQAX
Price
$40.42
Change
-$0.13 (-0.32%)
Updated
Aug 28 closing price
Net Assets
1.99B
VSMPX
Price
$346.44
Change
-$1.26 (-0.36%)
Updated
Aug 28 closing price
Net Assets
2.29T
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BEQAX vs VSMPX

BEQAX vs VSMPX Comparison Chart in %
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VS
BEQAX vs. VSMPX commentary
Aug 30, 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 BEQAX is a StrongBuy and VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.29T vs. BEQAX (1.99B). VSMPX pays higher dividends than BEQAX: VSMPX (1.07) vs BEQAX (0.24). BEQAX was incepted earlier than VSMPX: BEQAX (29 years) vs VSMPX (11 years). BEQAX (0.90) is less costly to investors than VSMPX (0.02). BEQAX is a more actively managed with annual turnover of: 73.00 vs. VSMPX (3.00). BEQAX has a lower initial minimum investment than VSMPX: BEQAX (2500) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 18.61 vs. BEQAX (11.05). VSMPX return over 5 years is better than : 63.77 vs. BEQAX (7.95).
BEQAXVSMPXBEQAX / VSMPX
Total Expense Ratio0.900.024,500%
Annual Report Gross Expense Ratio0.900.024,500%
Fund Existence29 years11 years-
Gain YTD13.89813.189105%
Front Load6%N/A-
Min. Initial Investment25001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.99B2.29T0%
Annual Yield % from dividends0.241.0723%
Returns for 1 year11.0518.6159%
Returns for 3 years62.3070.4688%
Returns for 5 years7.9563.7712%
Returns for 10 years50.91241.2021%
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