BRTNX
Price
$77.56
Change
+$0.14 (+0.18%)
Updated
Aug 15 closing price
Net Assets
115.78M
VSMPX
Price
$289.01
Change
-$0.76 (-0.26%)
Updated
Aug 15 closing price
Net Assets
1.91T
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BRTNX vs VSMPX

Header iconBRTNX vs VSMPX Comparison
Open Charts BRTNX vs VSMPXBanner chart's image
Bretton Fund
Price$77.56
Change+$0.14 (+0.18%)
VolumeN/A
Net Assets115.78M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
BRTNX vs VSMPX Comparison Chart in %
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VS
BRTNX vs. VSMPX commentary
Aug 16, 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 BRTNX is a Buy and VSMPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. BRTNX (116M). VSMPX pays higher dividends than BRTNX: VSMPX (1.20) vs BRTNX (0.00). BRTNX was incepted earlier than VSMPX: BRTNX (15 years) vs VSMPX (10 years). BRTNX (1.35) is less costly to investors than VSMPX (0.02). VSMPX is a more actively managed with annual turnover of: 2.00 vs. BRTNX (1.42). BRTNX has a lower initial minimum investment than VSMPX: BRTNX (2000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.53 vs. BRTNX (8.58). BRTNX return over 5 years is better than : 95.31 vs. VSMPX (86.39).
BRTNXVSMPXBRTNX / VSMPX
Total Expense Ratio1.350.026,750%
Annual Report Gross Expense Ratio1.350.026,750%
Fund Existence15 years10 years-
Gain YTD5.5929.57258%
Front LoadN/AN/A-
Min. Initial Investment20001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets116M1.91T0%
Annual Yield % from dividends0.001.20-
Returns for 1 year8.5816.5352%
Returns for 3 years50.3947.25107%
Returns for 5 years95.3186.39110%
Returns for 10 years196.06194.33101%
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