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BKTSX vs VTSMX
BKTSX vs VTSMX Comparison
Open Charts BKTSX vs VTSMX
iShares Total US Stock Market Idx K
Price$26.81
Change-$0.87 (-3.14%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
BKTSX vs VTSMX Comparison Chart
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BKTSX vs. VTSMX commentary
Dec 19, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BKTSX (3.93B). BKTSX pays higher dividends than VTSMX: BKTSX (1.33) vs VTSMX (1.26). BKTSX was incepted earlier than VTSMX: BKTSX (9 years) vs VTSMX (33 years). BKTSX is a more actively managed with annual turnover of: 20.00 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 : 28.76 vs. VTSMX (26.90). BKTSX return over 5 years is better than : 98.12 vs. VTSMX (84.16).
| BKTSX | VTSMX | BKTSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 27.705 | 26.352 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 1.84T | 0% |
| Annual Yield % from dividends | 1.33 | 1.26 | 105% |
| Returns for 1 year | 28.76 | 26.90 | 107% |
| Returns for 3 years | 34.39 | 27.88 | 123% |
| Returns for 5 years | 98.12 | 84.16 | 117% |
| Returns for 10 years | N/A | 192.04 | - |