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BEQAX vs VTSAX
BEQAX vs VTSAX Comparison
Open Charts BEQAX vs VTSAX
BEQAX vs VTSAX Comparison Chart in %
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BEQAX vs. VTSAX commentary
Jul 05, 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 Hold and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.31T vs. BEQAX (1.92B). VTSAX pays higher dividends than BEQAX: VTSAX (1.04) vs BEQAX (0.25). BEQAX was incepted earlier than VTSAX: BEQAX (29 years) vs VTSAX (26 years). BEQAX (0.90) is less costly to investors than VTSAX (0.04). BEQAX is a more actively managed with annual turnover of: 73.00 vs. VTSAX (3.00). BEQAX has a lower initial minimum investment than VTSAX: BEQAX (2500) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 20.88 vs. BEQAX (10.32). VTSAX return over 5 years is better than : 64.53 vs. BEQAX (7.51).
| BEQAX | VTSAX | BEQAX / VTSAX | |
| Total Expense Ratio | 0.90 | 0.04 | 2,250% |
| Annual Report Gross Expense Ratio | 0.90 | 0.04 | 2,250% |
| Fund Existence | 29 years | 26 years | - |
| Gain YTD | 8.347 | 10.109 | 83% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.92B | 2.31T | 0% |
| Annual Yield % from dividends | 0.25 | 1.04 | 24% |
| Returns for 1 year | 10.32 | 20.88 | 49% |
| Returns for 3 years | 56.63 | 67.56 | 84% |
| Returns for 5 years | 7.51 | 64.53 | 12% |
| Returns for 10 years | 50.61 | 257.17 | 20% |
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