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BKTSX vs VSMPX
BKTSX vs VSMPX Comparison
Open Charts BKTSX vs VSMPX
iShares Total US Stock Market Idx K
Price$30.14
Change-$0.16 (-0.53%)
VolumeN/A
Net Assets4.33B
Vanguard Total Stock Mkt Idx Instl Pls
Price$296.92
Change-$1.65 (-0.55%)
VolumeN/A
Net Assets1.95T
BKTSX vs VSMPX Comparison Chart in %
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BKTSX vs. VSMPX commentary
Sep 27, 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: 1.95T vs. BKTSX (4.33B). BKTSX (1.23) and VSMPX (1.17) have matching dividends . BKTSX was incepted earlier than VSMPX: BKTSX (10 years) vs VSMPX (10 years). BKTSX (0.03) is less costly to investors than VSMPX (0.02). BKTSX is a more actively managed with annual turnover of: 26.00 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 : 17.47 vs. VSMPX (16.06). BKTSX return over 5 years is better than : 109.74 vs. VSMPX (96.53).
| BKTSX | VSMPX | BKTSX / VSMPX | |
| Total Expense Ratio | 0.03 | 0.02 | 150% |
| Annual Report Gross Expense Ratio | 0.03 | 0.02 | 150% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 13.625 | 12.899 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.33B | 1.95T | 0% |
| Annual Yield % from dividends | 1.23 | 1.17 | 105% |
| Returns for 1 year | 17.47 | 16.06 | 109% |
| Returns for 3 years | 87.19 | 80.06 | 109% |
| Returns for 5 years | 109.74 | 96.53 | 114% |
| Returns for 10 years | 293.02 | 239.49 | 122% |
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