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BKTSX vs VTSMX
BKTSX vs VTSMX Comparison
Open Charts BKTSX vs VTSMX
BKTSX vs VTSMX Comparison Chart in %
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BKTSX vs. VTSMX commentary
Jul 14, 2026
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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.3T vs. BKTSX (4.8B). BKTSX pays higher dividends than VTSMX: BKTSX (1.05) vs VTSMX (0.99). BKTSX was incepted earlier than VTSMX: BKTSX (11 years) vs VTSMX (34 years). VTSMX (0.06) is less costly to investors than BKTSX (0.02). BKTSX is a more actively managed with annual turnover of: 8.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than BKTSX: VTSMX (0) vs BKTSX (5000000). BKTSX (22.48) and VTSMX (21.46) have marching annual gain over last year. BKTSX return over 5 years is better than : 77.75 vs. VTSMX (66.43).
| BKTSX | VTSMX | BKTSX / VTSMX | |
| Total Expense Ratio | 0.02 | 0.06 | 33% |
| Annual Report Gross Expense Ratio | 0.02 | 0.06 | 33% |
| Fund Existence | 11 years | 34 years | - |
| Gain YTD | 11.662 | 11.201 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8B | 2.3T | 0% |
| Annual Yield % from dividends | 1.05 | 0.99 | 106% |
| Returns for 1 year | 22.48 | 21.46 | 105% |
| Returns for 3 years | 73.07 | 66.96 | 109% |
| Returns for 5 years | 77.75 | 66.43 | 117% |
| Returns for 10 years | 289.60 | 249.71 | 116% |
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