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BMPEX vs VTSMX
BMPEX vs VTSMX Comparison
Open Charts BMPEX vs VTSMX
Beck Mack + Oliver Partners
Price$26.62
Change-$0.59 (-2.17%)
VolumeN/A
Net Assets76.51M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
BMPEX vs VTSMX Comparison Chart
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BMPEX 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 BMPEX is a Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BMPEX (76.5M). VTSMX pays higher dividends than BMPEX: VTSMX (1.26) vs BMPEX (0.03). BMPEX was incepted earlier than VTSMX: BMPEX (15 years) vs VTSMX (33 years). BMPEX is a more actively managed with annual turnover of: 11.00 vs. VTSMX (2.00). BMPEX has a lower initial minimum investment than VTSMX: BMPEX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.60 vs. BMPEX (16.09). BMPEX return over 5 years is better than : 99.67 vs. VTSMX (74.84).
| BMPEX | VTSMX | BMPEX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 0.264 | 2.121 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 76.5M | 1.84T | 0% |
| Annual Yield % from dividends | 0.03 | 1.26 | 2% |
| Returns for 1 year | 16.09 | 17.60 | 91% |
| Returns for 3 years | 39.10 | 36.78 | 106% |
| Returns for 5 years | 99.67 | 74.84 | 133% |
| Returns for 10 years | 108.49 | 180.15 | 60% |
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