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BRTNX vs VSMPX
BRTNX vs VSMPX Comparison
Open Charts BRTNX vs VSMPX
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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BRTNX vs VSMPX Comparison Chart
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BRTNX vs. VSMPX commentary
Sep 21, 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 BRTNX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. BRTNX (106M). VSMPX pays higher dividends than BRTNX: VSMPX (1.36) vs BRTNX (0.00). BRTNX was incepted earlier than VSMPX: BRTNX (14 years) vs VSMPX (9 years). VSMPX is a more actively managed with annual turnover of: 2.00 vs. BRTNX (0.00). BRTNX has a lower initial minimum investment than VSMPX: BRTNX (2000) vs VSMPX (100000000). BRTNX annual gain was more profitable for investors over the last year : 34.25 vs. VSMPX (25.90). BRTNX return over 5 years is better than : 102.94 vs. VSMPX (83.02).
| BRTNX | VSMPX | BRTNX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | 20.915 | 16.929 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | 34.25 | 25.90 | 132% |
| Returns for 3 years | 44.00 | 21.36 | 206% |
| Returns for 5 years | 102.94 | 83.02 | 124% |
| Returns for 10 years | 205.71 | N/A | - |
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