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BKTSX vs VTSMX
BKTSX vs VTSMX Comparison
Open Charts BKTSX vs VTSMX
iShares Total US Stock Market Idx K
Price$26.93
Change-$0.35 (-1.28%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
BKTSX vs VTSMX Comparison Chart
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BKTSX vs. VTSMX commentary
Nov 17, 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 StrongSell and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. BKTSX (3.82B). 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 : 32.50 vs. VTSMX (30.52). BKTSX return over 5 years is better than : 97.15 vs. VTSMX (83.72).
| 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 | 23.746 | 22.392 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.82B | 1.73T | 0% |
| Annual Yield % from dividends | 1.33 | 1.26 | 105% |
| Returns for 1 year | 32.50 | 30.52 | 106% |
| Returns for 3 years | 25.70 | 19.91 | 129% |
| Returns for 5 years | 97.15 | 83.72 | 116% |
| Returns for 10 years | N/A | 186.07 | - |