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BKTSX vs VTSMX
BKTSX vs VTSMX Comparison
Open Charts BKTSX vs VTSMX
iShares Total US Stock Market Idx K
Price$24.69
Change-$0.43 (-1.71%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$129.60
Change-$2.26 (-1.71%)
VolumeN/A
CapitalizationN/A
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BKTSX vs VTSMX Comparison Chart
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BKTSX vs. VTSMX commentary
Sep 08, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. BKTSX (3.46B). BKTSX pays higher dividends than VTSMX: BKTSX (1.33) vs VTSMX (1.26). BKTSX was incepted earlier than VTSMX: BKTSX (9 years) vs VTSMX (32 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 : 23.96 vs. VTSMX (22.23). BKTSX return over 5 years is better than : 92.76 vs. VTSMX (79.35).
| BKTSX | VTSMX | BKTSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 32 years | - |
| Gain YTD | 15.058 | 14.233 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 1.72T | 0% |
| Annual Yield % from dividends | 1.33 | 1.26 | 105% |
| Returns for 1 year | 23.96 | 22.23 | 108% |
| Returns for 3 years | 21.30 | 15.97 | 133% |
| Returns for 5 years | 92.76 | 79.35 | 117% |
| Returns for 10 years | N/A | 172.85 | - |
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