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BEQAX vs VTSMX
BEQAX vs VTSMX Comparison
Open Charts BEQAX vs VTSMX
American Century Equity Growth A
Price$35.60
Change-$0.07 (-0.20%)
VolumeN/A
Net Assets1.74B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
BEQAX vs VTSMX Comparison Chart in %
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BEQAX vs. VTSMX commentary
Aug 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 Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. BEQAX (1.74B). 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). BEQAX (22.68) and VTSMX (21.77) have marching annual gain over last year. VTSMX return over 5 years is better than : 83.91 vs. BEQAX (13.30).
| 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 | 6.693 | 7.450 | 90% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.74B | 1.91T | 0% |
| Annual Yield % from dividends | 0.40 | 1.09 | 36% |
| Returns for 1 year | 22.68 | 21.77 | 104% |
| Returns for 3 years | 41.94 | 50.15 | 84% |
| Returns for 5 years | 13.30 | 83.91 | 16% |
| Returns for 10 years | 25.66 | 196.78 | 13% |
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