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BROKX vs VTPSX
BROKX vs VTPSX Comparison
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BROKX vs VTPSX Comparison Chart in %
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BROKX vs. VTPSX commentary
Aug 23, 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 BROKX is a Buy and VTPSX is a Buy.
FUNDAMENTALS
Fundamentals
VTPSX has more cash in the bank: 646B vs. BROKX (9.3B). BROKX pays higher dividends than VTPSX: BROKX (2.88) vs VTPSX (2.59). BROKX was incepted earlier than VTPSX: BROKX (9 years) vs VTPSX (16 years). BROKX (0.53) is less costly to investors than VTPSX (0.05). BROKX is a more actively managed with annual turnover of: 113.00 vs. VTPSX (4.00). BROKX has a lower initial minimum investment than VTPSX: BROKX (5000000) vs VTPSX (100000000). VTPSX annual gain was more profitable for investors over the last year : 24.32 vs. BROKX (18.19). BROKX return over 5 years is better than : 57.76 vs. VTPSX (43.48).
| BROKX | VTPSX | BROKX / VTPSX | |
| Total Expense Ratio | 0.45 | 0.05 | 900% |
| Annual Report Gross Expense Ratio | 0.53 | 0.05 | 1,060% |
| Fund Existence | 9 years | 16 years | - |
| Gain YTD | 13.579 | 16.482 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.3B | 646B | 1% |
| Annual Yield % from dividends | 2.88 | 2.59 | 111% |
| Returns for 1 year | 18.19 | 24.32 | 75% |
| Returns for 3 years | 66.15 | 65.52 | 101% |
| Returns for 5 years | 57.76 | 43.48 | 133% |
| Returns for 10 years | N/A | 100.73 | - |
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