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BKTSX vs VTSMX
BKTSX vs VTSMX Comparison
Open Charts BKTSX vs VTSMX
iShares Total US Stock Market Idx K
Price$24.76
Change+$2.08 (+9.17%)
VolumeN/A
Net Assets3.28B
Vanguard Total Stock Mkt Idx I
Price$129.85
Change+$11.31 (+9.54%)
VolumeN/A
Net Assets1.7T
BKTSX vs VTSMX Comparison Chart
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BKTSX vs. VTSMX commentary
Apr 11, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. BKTSX (3.28B). BKTSX pays higher dividends than VTSMX: BKTSX (1.34) vs VTSMX (1.25). BKTSX was incepted earlier than VTSMX: BKTSX (10 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than BKTSX (0.03). BKTSX is a more actively managed with annual turnover of: 26.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BKTSX: VTSMX (3000) vs BKTSX (5000000). BKTSX annual gain was more profitable for investors over the last year : -3.70 vs. VTSMX (-5.43). BKTSX return over 5 years is better than : 88.96 vs. VTSMX (75.41).
| BKTSX | VTSMX | BKTSX / VTSMX | |
| Total Expense Ratio | 0.03 | 0.14 | 21% |
| Annual Report Gross Expense Ratio | 0.03 | 0.14 | 21% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | -15.216 | -15.905 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 1.7T | 0% |
| Annual Yield % from dividends | 1.34 | 1.25 | 107% |
| Returns for 1 year | -3.70 | -5.43 | 68% |
| Returns for 3 years | 14.52 | 8.73 | 166% |
| Returns for 5 years | 88.96 | 75.41 | 118% |
| Returns for 10 years | N/A | 131.53 | - |
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