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BKTSX vs VSMPX
BKTSX vs VSMPX Comparison
Open Charts BKTSX vs VSMPX
iShares Total US Stock Market Idx K
Price$27.43
Change-$0.52 (-1.86%)
VolumeN/A
Net Assets3.89B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
BKTSX vs VSMPX Comparison Chart
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BKTSX vs. VSMPX commentary
Feb 23, 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 BKTSX is a StrongBuy and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. BKTSX (3.89B). VSMPX (1.36) and BKTSX (1.33) have matching dividends . BKTSX was incepted earlier than VSMPX: BKTSX (10 years) vs VSMPX (10 years). BKTSX is a more actively managed with annual turnover of: 20.00 vs. VSMPX (2.00). BKTSX has a lower initial minimum investment than VSMPX: BKTSX (5000000) vs VSMPX (100000000). BKTSX annual gain was more profitable for investors over the last year : 19.22 vs. VSMPX (17.62). BKTSX return over 5 years is better than : 87.83 vs. VSMPX (74.89).
| BKTSX | VSMPX | BKTSX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 2.198 | 2.135 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89B | 1.84T | 0% |
| Annual Yield % from dividends | 1.33 | 1.36 | 98% |
| Returns for 1 year | 19.22 | 17.62 | 109% |
| Returns for 3 years | 43.50 | 36.83 | 118% |
| Returns for 5 years | 87.83 | 74.89 | 117% |
| Returns for 10 years | N/A | N/A | - |