Ad is loading...
BKTSX vs VSMPX
BKTSX vs VSMPX Comparison
Open Charts BKTSX vs VSMPX
iShares Total US Stock Market Idx K
Price$27.46
Change+$0.26 (+0.96%)
VolumeN/A
Net Assets3.91B
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.52
Change+$2.52 (+0.94%)
VolumeN/A
Net Assets1.78T
BKTSX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKTSX vs. VSMPX commentary
Jan 19, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. BKTSX (3.91B). VSMPX (1.36) and BKTSX (1.33) have matching dividends . BKTSX was incepted earlier than VSMPX: BKTSX (9 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 : 26.98 vs. VSMPX (25.27). BKTSX return over 5 years is better than : 89.12 vs. VSMPX (76.14).
| BKTSX | VSMPX | BKTSX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 2.310 | 2.245 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 1.78T | 0% |
| Annual Yield % from dividends | 1.33 | 1.36 | 98% |
| Returns for 1 year | 26.98 | 25.27 | 107% |
| Returns for 3 years | 35.33 | 29.00 | 122% |
| Returns for 5 years | 89.12 | 76.14 | 117% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers