BEQAX vs VTSAX ᐉ Comparison: Which is Better to Invest?
BEQAX vs VTSAX Comparison
Open Charts BEQAX vs VTSAX
American Century Equity Growth A
Price$24.35
Change+$0.11 (+0.45%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$104.37
Change+$0.41 (+0.39%)
VolumeN/A
CapitalizationN/A
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BEQAX vs VTSAX Comparison Chart
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BEQAX vs. VTSAX commentary
Sep 26, 2023
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: 305B vs. BEQAX (1.47B). VTSAX pays higher dividends than BEQAX: VTSAX (1.48) vs BEQAX (1.13). BEQAX was incepted earlier than VTSAX: BEQAX (26 years) vs VTSAX (23 years). BEQAX (0.90) is less costly to investors than VTSAX (0.04). BEQAX is a more actively managed with annual turnover of: 169.00 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 : 16.54 vs. BEQAX (7.01). VTSAX return over 5 years is better than : 43.52 vs. BEQAX (-28.09).
| 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 | 26 years | 23 years | - |
| Gain YTD | 11.553 | 12.196 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 305B | 0% |
| Annual Yield % from dividends | 1.13 | 1.48 | 77% |
| Returns for 1 year | 7.01 | 16.54 | 42% |
| Returns for 3 years | -21.47 | 28.64 | -75% |
| Returns for 5 years | -28.09 | 43.52 | -65% |
| Returns for 10 years | -8.79 | 158.80 | -6% |