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BEQAX vs VTSMX
BEQAX vs VTSMX Comparison
Open Charts BEQAX vs VTSMX
American Century Equity Growth A
Price$34.96
Change-$0.21 (-0.60%)
VolumeN/A
Net Assets1.72B
Vanguard Total Stock Mkt Idx I
Price$149.45
Change-$0.63 (-0.42%)
VolumeN/A
Net Assets1.91T
BEQAX vs VTSMX Comparison Chart in %
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BEQAX vs. VTSMX commentary
Jul 13, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. BEQAX (1.72B). VTSMX pays higher dividends than BEQAX: VTSMX (1.12) 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). VTSMX annual gain was more profitable for investors over the last year : 12.70 vs. BEQAX (11.38). VTSMX return over 5 years is better than : 92.31 vs. BEQAX (17.29).
| 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 | 5.198 | 6.485 | 80% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.72B | 1.91T | 0% |
| Annual Yield % from dividends | 0.40 | 1.12 | 36% |
| Returns for 1 year | 11.38 | 12.70 | 90% |
| Returns for 3 years | 48.69 | 62.32 | 78% |
| Returns for 5 years | 17.29 | 92.31 | 19% |
| Returns for 10 years | 22.11 | 192.56 | 11% |
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