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BSPAX vs VTSMX
BSPAX vs VTSMX Comparison
Open Charts BSPAX vs VTSMX
iShares S&P 500 Index Investor A
Price$701.54
Change+$6.95 (+1.00%)
VolumeN/A
Net Assets46.53B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
BSPAX vs VTSMX Comparison Chart
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BSPAX 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 BSPAX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. BSPAX (46.5B). 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 (26.48) and VTSMX (25.24) have marching annual gain over last year. BSPAX return over 5 years is better than : 89.06 vs. VTSMX (76.07).
| 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 | 1.995 | 2.241 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5B | 1.78T | 3% |
| Annual Yield % from dividends | 1.06 | 1.26 | 84% |
| Returns for 1 year | 26.48 | 25.24 | 105% |
| Returns for 3 years | 35.03 | 28.94 | 121% |
| Returns for 5 years | 89.06 | 76.07 | 117% |
| Returns for 10 years | 222.37 | 194.99 | 114% |
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