Compare predictions BEQAX vs VTSMX
BEQAX vs VTSMX Comparison
Open Charts BEQAX vs VTSMX
American Century Equity Growth A
Price$24.35
Change+$0.11 (+0.45%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$104.36
Change+$0.41 (+0.39%)
VolumeN/A
CapitalizationN/A
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BEQAX vs VTSMX Comparison Chart
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BEQAX vs. VTSMX commentary
Sep 26, 2023
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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 305B vs. BEQAX (1.47B). VTSMX pays higher dividends than BEQAX: VTSMX (1.39) vs BEQAX (1.13). BEQAX was incepted earlier than VTSMX: BEQAX (26 years) vs VTSMX (31 years). BEQAX (0.90) is less costly to investors than VTSMX (0.14). BEQAX is a more actively managed with annual turnover of: 169.00 vs. VTSMX (3.00). BEQAX has a lower initial minimum investment than VTSMX: BEQAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.54 vs. BEQAX (7.01). VTSMX return over 5 years is better than : 43.56 vs. BEQAX (-28.09).
| BEQAX | VTSMX | BEQAX / VTSMX | |
| Total Expense Ratio | 0.90 | 0.14 | 643% |
| Annual Report Gross Expense Ratio | 0.90 | 0.14 | 643% |
| Fund Existence | 26 years | 31 years | - |
| Gain YTD | 11.553 | 12.191 | 95% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 305B | 0% |
| Annual Yield % from dividends | 1.13 | 1.39 | 81% |
| Returns for 1 year | 7.01 | 16.54 | 42% |
| Returns for 3 years | -21.47 | 28.64 | -75% |
| Returns for 5 years | -28.09 | 43.56 | -64% |
| Returns for 10 years | -8.79 | 157.86 | -6% |