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BRTNX vs VTSMX
BRTNX vs VTSMX Comparison
Open Charts BRTNX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
BRTNX vs VTSMX Comparison Chart
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BRTNX vs. VTSMX commentary
Jan 19, 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. BRTNX (110M). 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 : 25.24 vs. BRTNX (21.72). BRTNX (79.90) and VTSMX (76.07) 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 | 2.564 | 2.241 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 1.78T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 21.72 | 25.24 | 86% |
| Returns for 3 years | 40.35 | 28.94 | 139% |
| Returns for 5 years | 79.90 | 76.07 | 105% |
| Returns for 10 years | 208.07 | 194.99 | 107% |
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