Ad is loading...
BKTSX vs VTSMX
BKTSX vs VTSMX Comparison
Open Charts BKTSX vs VTSMX
iShares Total US Stock Market Idx K
Price$27.43
Change-$0.52 (-1.86%)
VolumeN/A
Net Assets3.89B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
BKTSX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKTSX vs. VTSMX commentary
Feb 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BKTSX (3.89B). BKTSX pays higher dividends than VTSMX: BKTSX (1.33) vs VTSMX (1.26). BKTSX was incepted earlier than VTSMX: BKTSX (10 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 : 19.22 vs. VTSMX (17.60). BKTSX return over 5 years is better than : 87.83 vs. VTSMX (74.84).
| BKTSX | VTSMX | BKTSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 2.198 | 2.121 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.89B | 1.84T | 0% |
| Annual Yield % from dividends | 1.33 | 1.26 | 105% |
| Returns for 1 year | 19.22 | 17.60 | 109% |
| Returns for 3 years | 43.50 | 36.78 | 118% |
| Returns for 5 years | 87.83 | 74.84 | 117% |
| Returns for 10 years | N/A | 180.15 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...