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BKTSX vs VTSMX
BKTSX vs VTSMX Comparison
Open Charts BKTSX vs VTSMX
iShares Total US Stock Market Idx K
Price$28.73
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets4.12B
Vanguard Total Stock Mkt Idx I
Price$150.78
Change+$0.23 (+0.15%)
VolumeN/A
Net Assets1.91T
BKTSX vs VTSMX Comparison Chart in %
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BKTSX vs. VTSMX commentary
Jul 23, 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: 1.91T vs. BKTSX (4.12B). BKTSX pays higher dividends than VTSMX: BKTSX (1.24) vs VTSMX (1.12). 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 : 15.88 vs. VTSMX (14.27). BKTSX return over 5 years is better than : 100.93 vs. VTSMX (87.31).
| 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 | 7.587 | 6.818 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.12B | 1.91T | 0% |
| Annual Yield % from dividends | 1.24 | 1.12 | 111% |
| Returns for 1 year | 15.88 | 14.27 | 111% |
| Returns for 3 years | 63.88 | 56.74 | 113% |
| Returns for 5 years | 100.93 | 87.31 | 116% |
| Returns for 10 years | N/A | 198.53 | - |
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