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BSPAX vs VTSMX
BSPAX vs VTSMX Comparison
Open Charts BSPAX vs VTSMX
iShares S&P 500 Index Investor A
Price$704.07
Change-$12.20 (-1.70%)
VolumeN/A
Net Assets46.77B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
BSPAX vs VTSMX Comparison Chart
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BSPAX 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 BSPAX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BSPAX (46.8B). VTSMX pays higher dividends than BSPAX: VTSMX (1.26) vs BSPAX (1.06). BSPAX was incepted earlier than VTSMX: BSPAX (12 years) vs VTSMX (33 years). BSPAX is a more actively managed with annual turnover of: 13.00 vs. VTSMX (2.00). BSPAX has a lower initial minimum investment than VTSMX: BSPAX (1000) vs VTSMX (3000). BSPAX annual gain was more profitable for investors over the last year : 19.16 vs. VTSMX (17.60). BSPAX return over 5 years is better than : 88.99 vs. VTSMX (74.84).
| BSPAX | VTSMX | BSPAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 2.363 | 2.121 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8B | 1.84T | 3% |
| Annual Yield % from dividends | 1.06 | 1.26 | 84% |
| Returns for 1 year | 19.16 | 17.60 | 109% |
| Returns for 3 years | 43.92 | 36.78 | 119% |
| Returns for 5 years | 88.99 | 74.84 | 119% |
| Returns for 10 years | 208.70 | 180.15 | 116% |