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BRTNX vs VTSMX
BRTNX vs VTSMX Comparison
Open Charts BRTNX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
BRTNX vs VTSMX Comparison Chart
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BRTNX vs. VTSMX commentary
May 11, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. BRTNX (108M). VTSMX pays higher dividends than BRTNX: VTSMX (1.26) vs BRTNX (0.00). BRTNX was incepted earlier than VTSMX: BRTNX (15 years) vs VTSMX (33 years). BRTNX (1.35) is less costly to investors than VTSMX (0.14). VTSMX is a more actively managed with annual turnover of: 2.00 vs. BRTNX (1.42). 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 : 7.95 vs. BRTNX (7.35). BRTNX return over 5 years is better than : 107.55 vs. VTSMX (89.18).
| BRTNX | VTSMX | BRTNX / VTSMX | |
| Total Expense Ratio | 1.35 | 0.14 | 964% |
| Annual Report Gross Expense Ratio | 1.35 | 0.14 | 964% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | -1.037 | -4.022 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 1.72T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 7.35 | 7.95 | 93% |
| Returns for 3 years | 52.15 | 40.07 | 130% |
| Returns for 5 years | 107.55 | 89.18 | 121% |
| Returns for 10 years | 180.80 | 165.24 | 109% |
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