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BSPAX vs VTSMX
BSPAX vs VTSMX Comparison
Open Charts BSPAX vs VTSMX
iShares S&P 500 Index Investor A
Price$629.24
Change+$10.31 (+1.67%)
VolumeN/A
Net Assets42.56B
Vanguard Total Stock Mkt Idx I
Price$128.24
Change+$2.12 (+1.68%)
VolumeN/A
Net Assets1.7T
BSPAX vs VTSMX Comparison Chart
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BSPAX vs. VTSMX commentary
Apr 24, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. BSPAX (42.6B). VTSMX pays higher dividends than BSPAX: VTSMX (1.25) vs BSPAX (0.96). BSPAX was incepted earlier than VTSMX: BSPAX (12 years) vs VTSMX (33 years). BSPAX (0.35) is less costly to investors than VTSMX (0.14). BSPAX is a more actively managed with annual turnover of: 10.00 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 : 5.16 vs. VTSMX (3.51). BSPAX return over 5 years is better than : 95.20 vs. VTSMX (83.68).
| BSPAX | VTSMX | BSPAX / VTSMX | |
| Total Expense Ratio | 0.35 | 0.14 | 250% |
| Annual Report Gross Expense Ratio | 0.35 | 0.14 | 250% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | -9.815 | -10.527 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.6B | 1.7T | 3% |
| Annual Yield % from dividends | 0.96 | 1.25 | 77% |
| Returns for 1 year | 5.16 | 3.51 | 147% |
| Returns for 3 years | 27.57 | 21.32 | 129% |
| Returns for 5 years | 95.20 | 83.68 | 114% |
| Returns for 10 years | 171.99 | 144.72 | 119% |
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