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Compare predictions BEQAX vs VTSMX
BEQAX vs VTSMX Comparison
Open Charts BEQAX vs VTSMX
American Century Equity Growth A
Price$28.79
Change-$0.22 (-0.76%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$121.37
Change-$0.57 (-0.47%)
VolumeN/A
CapitalizationN/A
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BEQAX vs VTSMX Comparison Chart
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BEQAX vs. VTSMX commentary
Apr 26, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.6T vs. BEQAX (1.6B). VTSMX pays higher dividends than BEQAX: VTSMX (1.26) vs BEQAX (0.44). BEQAX was incepted earlier than VTSMX: BEQAX (27 years) vs VTSMX (32 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 : 28.56 vs. VTSMX (24.40). VTSMX return over 5 years is better than : 67.47 vs. BEQAX (-4.84).
| BEQAX | VTSMX | BEQAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 32 years | - |
| Gain YTD | 7.404 | 5.612 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 1.6T | 0% |
| Annual Yield % from dividends | 0.44 | 1.26 | 35% |
| Returns for 1 year | 28.56 | 24.40 | 117% |
| Returns for 3 years | -17.11 | 15.63 | -109% |
| Returns for 5 years | -4.84 | 67.47 | -7% |
| Returns for 10 years | 1.23 | 172.53 | 1% |
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