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BEQAX vs VTSMX
BEQAX vs VTSMX Comparison
Open Charts BEQAX vs VTSMX
American Century Equity Growth A
Price$31.67
Change+$0.17 (+0.54%)
VolumeN/A
Net Assets1.57B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
BEQAX vs VTSMX Comparison Chart
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BEQAX vs. VTSMX commentary
May 09, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. BEQAX (1.57B). VTSMX pays higher dividends than BEQAX: VTSMX (1.26) vs BEQAX (0.43). 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 : 7.85 vs. BEQAX (7.07). VTSMX return over 5 years is better than : 87.92 vs. BEQAX (13.29).
| 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 | -5.880 | -4.660 | 126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.57B | 1.72T | 0% |
| Annual Yield % from dividends | 0.43 | 1.26 | 34% |
| Returns for 1 year | 7.07 | 7.85 | 90% |
| Returns for 3 years | 24.83 | 39.37 | 63% |
| Returns for 5 years | 13.29 | 87.92 | 15% |
| Returns for 10 years | 9.19 | 162.78 | 6% |
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