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BKIPX vs VTSPX
BKIPX vs VTSPX Comparison Chart
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BKIPX vs. VTSPX commentary
May 03, 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 BKIPX is a Hold and VTSPX is a Hold.
FUNDAMENTALS
Fundamentals
VTSPX has more cash in the bank: 57.3B vs. BKIPX (549M). BKIPX pays higher dividends than VTSPX: BKIPX (4.51) vs VTSPX (2.75). BKIPX was incepted earlier than VTSPX: BKIPX (9 years) vs VTSPX (13 years). BKIPX (0.18) is less costly to investors than VTSPX (0.03). VTSPX is a more actively managed with annual turnover of: 26.00 vs. BKIPX (18.00). BKIPX (5000000) and VTSPX (5000000) have matching initial minimum investment requirements. VTSPX (7.53) and BKIPX (7.45) have marching annual gain over last year. VTSPX (21.77) and BKIPX (21.30) have equivalent 5 years return.
| BKIPX | VTSPX | BKIPX / VTSPX | |
| Total Expense Ratio | 0.06 | 0.03 | 200% |
| Annual Report Gross Expense Ratio | 0.18 | 0.03 | 600% |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 3.666 | 3.701 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 549M | 57.3B | 1% |
| Annual Yield % from dividends | 4.51 | 2.75 | 164% |
| Returns for 1 year | 7.45 | 7.53 | 99% |
| Returns for 3 years | 11.39 | 11.34 | 100% |
| Returns for 5 years | 21.30 | 21.77 | 98% |
| Returns for 10 years | N/A | 32.10 | - |
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