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BRTNX vs VTSMX
BRTNX vs VTSMX Comparison
Open Charts BRTNX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
BRTNX vs VTSMX Comparison Chart
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BRTNX 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 BRTNX is a Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BRTNX (108M). VTSMX pays higher dividends than BRTNX: VTSMX (1.26) vs BRTNX (0.00). BRTNX was incepted earlier than VTSMX: BRTNX (14 years) vs VTSMX (33 years). VTSMX is a more actively managed with annual turnover of: 2.00 vs. BRTNX (0.00). BRTNX has a lower initial minimum investment than VTSMX: BRTNX (2000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 19.83 vs. BRTNX (12.94). VTSMX (78.15) and BRTNX (75.21) have equivalent 5 years return.
| BRTNX | VTSMX | BRTNX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 0.559 | 4.057 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 1.84T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 12.94 | 19.83 | 65% |
| Returns for 3 years | 40.79 | 39.38 | 104% |
| Returns for 5 years | 75.21 | 78.15 | 96% |
| Returns for 10 years | 190.16 | 185.46 | 103% |
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