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BEQAX vs VTSMX
BEQAX vs VTSMX Comparison
Open Charts BEQAX vs VTSMX
American Century Equity Growth A
Price$34.01
Change-$0.63 (-1.82%)
VolumeN/A
Net Assets1.73B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
BEQAX vs VTSMX Comparison Chart
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BEQAX vs. VTSMX commentary
Feb 23, 2025
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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BEQAX (1.73B). VTSMX pays higher dividends than BEQAX: VTSMX (1.26) vs BEQAX (0.44). BEQAX was incepted earlier than VTSMX: BEQAX (27 years) vs VTSMX (33 years). BEQAX is a more actively managed with annual turnover of: 169.00 vs. VTSMX (2.00). BEQAX has a lower initial minimum investment than VTSMX: BEQAX (2500) vs VTSMX (3000). VTSMX (17.60) and BEQAX (17.13) have marching annual gain over last year. VTSMX return over 5 years is better than : 74.84 vs. BEQAX (10.00).
| BEQAX | VTSMX | BEQAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 33 years | - |
| Gain YTD | 1.492 | 2.121 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.73B | 1.84T | 0% |
| Annual Yield % from dividends | 0.44 | 1.26 | 35% |
| Returns for 1 year | 17.13 | 17.60 | 97% |
| Returns for 3 years | 24.94 | 36.78 | 68% |
| Returns for 5 years | 10.00 | 74.84 | 13% |
| Returns for 10 years | 17.16 | 180.15 | 10% |