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BEQAX vs VTSMX
BEQAX vs VTSMX Comparison
Open Charts BEQAX vs VTSMX
American Century Equity Growth A
Price$36.29
Change-$0.21 (-0.58%)
VolumeN/A
Net Assets1.76B
Vanguard Total Stock Mkt Idx I
Price$154.79
Change-$0.98 (-0.63%)
VolumeN/A
Net Assets1.91T
BEQAX vs VTSMX Comparison Chart in %
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BEQAX vs. VTSMX commentary
Aug 30, 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: 1.91T vs. BEQAX (1.76B). VTSMX pays higher dividends than BEQAX: VTSMX (1.09) vs BEQAX (0.40). 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 (16.22) and BEQAX (15.82) have marching annual gain over last year. VTSMX return over 5 years is better than : 80.87 vs. BEQAX (10.86).
| 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 | 9.176 | 10.522 | 87% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 1.91T | 0% |
| Annual Yield % from dividends | 0.40 | 1.09 | 36% |
| Returns for 1 year | 15.82 | 16.22 | 98% |
| Returns for 3 years | 49.25 | 60.49 | 81% |
| Returns for 5 years | 10.86 | 80.87 | 13% |
| Returns for 10 years | 41.63 | 234.32 | 18% |
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