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BEQAX vs VTSMX
BEQAX vs VTSMX Comparison
Open Charts BEQAX vs VTSMX
American Century Equity Growth A
Price$29.35
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets1.47B
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
BEQAX vs VTSMX Comparison Chart
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BEQAX vs. VTSMX commentary
Apr 18, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. BEQAX (1.47B). VTSMX pays higher dividends than BEQAX: VTSMX (1.25) vs BEQAX (0.42). BEQAX was incepted earlier than VTSMX: BEQAX (28 years) vs VTSMX (33 years). BEQAX (0.91) is less costly to investors than VTSMX (0.14). BEQAX is a more actively managed with annual turnover of: 53.00 vs. VTSMX (2.00). BEQAX has a lower initial minimum investment than VTSMX: BEQAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 4.35 vs. BEQAX (2.12). VTSMX return over 5 years is better than : 80.93 vs. BEQAX (7.86).
| BEQAX | VTSMX | BEQAX / VTSMX | |
| Total Expense Ratio | 0.91 | 0.14 | 650% |
| Annual Report Gross Expense Ratio | 0.91 | 0.14 | 650% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | -12.573 | -10.853 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 1.7T | 0% |
| Annual Yield % from dividends | 0.42 | 1.25 | 34% |
| Returns for 1 year | 2.12 | 4.35 | 49% |
| Returns for 3 years | 4.88 | 17.53 | 28% |
| Returns for 5 years | 7.86 | 80.93 | 10% |
| Returns for 10 years | 2.11 | 145.67 | 1% |
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