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BRTNX vs VTSMX
BRTNX vs VTSMX Comparison
Open Charts BRTNX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
BRTNX vs VTSMX Comparison Chart
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BRTNX vs. VTSMX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. BRTNX (109M). VTSMX pays higher dividends than BRTNX: VTSMX (1.25) 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 (8.05) and BRTNX (7.68) have marching annual gain over last year. BRTNX return over 5 years is better than : 145.12 vs. VTSMX (126.23).
| 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 | -0.041 | -3.986 | 1% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | 7.68 | 8.05 | 96% |
| Returns for 3 years | 35.70 | 21.01 | 170% |
| Returns for 5 years | 145.12 | 126.23 | 115% |
| Returns for 10 years | 186.74 | 166.80 | 112% |
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