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BKTSX vs FXAIX
BKTSX vs FXAIX Comparison
Open Charts BKTSX vs FXAIX
iShares Total US Stock Market Idx K
Price$24.69
Change-$0.43 (-1.71%)
VolumeN/A
CapitalizationN/A
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BKTSX vs FXAIX Comparison Chart
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BKTSX vs. FXAIX commentary
Sep 08, 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 BKTSX is a Buy and FXAIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. BKTSX (3.46B). BKTSX (1.33) and FXAIX (1.31) have matching dividends . BKTSX was incepted earlier than FXAIX: BKTSX (9 years) vs FXAIX (13 years). BKTSX is a more actively managed with annual turnover of: 20.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than BKTSX: FXAIX (0) vs BKTSX (5000000). FXAIX (25.04) and BKTSX (23.96) have marching annual gain over last year. FXAIX return over 5 years is better than : 97.96 vs. BKTSX (92.76).
| BKTSX | FXAIX | BKTSX / FXAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 15.058 | 16.471 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 585B | 1% |
| Annual Yield % from dividends | 1.33 | 1.31 | 101% |
| Returns for 1 year | 23.96 | 25.04 | 96% |
| Returns for 3 years | 21.30 | 27.08 | 79% |
| Returns for 5 years | 92.76 | 97.96 | 95% |
| Returns for 10 years | N/A | 199.05 | - |