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BRTNX vs VTSMX
BRTNX vs VTSMX Comparison
Open Charts BRTNX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.24
Change-$4.58 (-3.14%)
VolumeN/A
CapitalizationN/A
BRTNX vs VTSMX Comparison Chart
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BRTNX vs. VTSMX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BRTNX (107M). 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 (26.90) and BRTNX (25.77) have marching annual gain over last year. BRTNX (88.08) and VTSMX (84.16) 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 | 23.381 | 26.352 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 1.84T | 0% |
| Annual Yield % from dividends | 0.00 | 1.26 | - |
| Returns for 1 year | 25.77 | 26.90 | 96% |
| Returns for 3 years | 39.91 | 27.88 | 143% |
| Returns for 5 years | 88.08 | 84.16 | 105% |
| Returns for 10 years | 198.83 | 192.04 | 104% |