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BEQAX vs VTSMX
BEQAX vs VTSMX Comparison
Open Charts BEQAX vs VTSMX
American Century Equity Growth A
Price$33.41
Change-$0.53 (-1.56%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
BEQAX vs VTSMX Comparison Chart
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BEQAX vs. VTSMX commentary
Nov 18, 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 StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. BEQAX (1.74B). 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 (31.64) and VTSMX (30.52) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.72 vs. BEQAX (4.67).
| 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 | 23.942 | 22.392 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.73T | 0% |
| Annual Yield % from dividends | 0.44 | 1.26 | 35% |
| Returns for 1 year | 31.64 | 30.52 | 104% |
| Returns for 3 years | -14.56 | 19.91 | -73% |
| Returns for 5 years | 4.67 | 83.72 | 6% |
| Returns for 10 years | 5.94 | 186.07 | 3% |
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