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BEQAX vs VTSMX
BEQAX vs VTSMX Comparison
Open Charts BEQAX vs VTSMX
American Century Equity Growth A
Price$34.50
Change-$0.16 (-0.46%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
BEQAX vs VTSMX Comparison Chart
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BEQAX vs. VTSMX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BEQAX (1.79B). 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). BEQAX annual gain was more profitable for investors over the last year : 28.91 vs. VTSMX (26.90). VTSMX return over 5 years is better than : 84.16 vs. BEQAX (5.16).
| 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 | 28.093 | 26.352 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.79B | 1.84T | 0% |
| Annual Yield % from dividends | 0.44 | 1.26 | 35% |
| Returns for 1 year | 28.91 | 26.90 | 107% |
| Returns for 3 years | -8.31 | 27.88 | -30% |
| Returns for 5 years | 5.16 | 84.16 | 6% |
| Returns for 10 years | 20.57 | 192.04 | 11% |