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BEQAX vs VTSMX
BEQAX vs VTSMX Comparison
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BEQAX vs VTSMX Comparison Chart in %
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BEQAX vs. VTSMX commentary
Sep 11, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.34T vs. BEQAX (1.97B). VTSMX pays higher dividends than BEQAX: VTSMX (0.97) vs BEQAX (0.24). BEQAX was incepted earlier than VTSMX: BEQAX (29 years) vs VTSMX (34 years). BEQAX (0.90) is less costly to investors than VTSMX (0.06). BEQAX is a more actively managed with annual turnover of: 73.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than BEQAX: VTSMX (0) vs BEQAX (2500). VTSMX annual gain was more profitable for investors over the last year : 16.79 vs. BEQAX (9.57). VTSMX return over 5 years is better than : 63.95 vs. BEQAX (8.56).
| BEQAX | VTSMX | BEQAX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.06 | 1,500% |
| Annual Report Gross Expense Ratio | 0.90 | 0.06 | 1,500% |
| Fund Existence | 29 years | 34 years | - |
| Gain YTD | 12.991 | 12.035 | 108% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.97B | 2.34T | 0% |
| Annual Yield % from dividends | 0.24 | 0.97 | 24% |
| Returns for 1 year | 9.57 | 16.79 | 57% |
| Returns for 3 years | 60.94 | 68.99 | 88% |
| Returns for 5 years | 8.56 | 63.95 | 13% |
| Returns for 10 years | 51.29 | 250.55 | 20% |
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