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BKTSX vs VTSMX
BKTSX vs VTSMX Comparison
Open Charts BKTSX vs VTSMX
iShares Total US Stock Market Idx K
Price$29.68
Change+$0.25 (+0.85%)
VolumeN/A
Net Assets4.27B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
BKTSX vs VTSMX Comparison Chart in %
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BKTSX vs. VTSMX commentary
Sep 06, 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: 1.95T vs. BKTSX (4.27B). BKTSX pays higher dividends than VTSMX: BKTSX (1.23) vs VTSMX (1.07). 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 : 19.78 vs. VTSMX (18.26). BKTSX return over 5 years is better than : 98.54 vs. VTSMX (85.31).
| 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 | 11.300 | 10.550 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 1.95T | 0% |
| Annual Yield % from dividends | 1.23 | 1.07 | 115% |
| Returns for 1 year | 19.78 | 18.26 | 108% |
| Returns for 3 years | 71.22 | 63.95 | 111% |
| Returns for 5 years | 98.54 | 85.31 | 116% |
| Returns for 10 years | 266.72 | 224.80 | 119% |
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