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BSPAX vs VTSMX
BSPAX vs VTSMX Comparison
Open Charts BSPAX vs VTSMX
iShares S&P 500 Index Investor A
Price$669.20
Change-$1.30 (-0.19%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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BSPAX vs VTSMX Comparison Chart
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BSPAX vs. VTSMX commentary
Sep 21, 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 BSPAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. BSPAX (44.2B). VTSMX pays higher dividends than BSPAX: VTSMX (1.26) vs BSPAX (1.06). BSPAX was incepted earlier than VTSMX: BSPAX (11 years) vs VTSMX (32 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 (32.96) and VTSMX (31.53) have marching annual gain over last year. BSPAX return over 5 years is better than : 100.67 vs. VTSMX (85.64).
| BSPAX | VTSMX | BSPAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 20.379 | 18.617 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.2B | 1.72T | 3% |
| Annual Yield % from dividends | 1.06 | 1.26 | 84% |
| Returns for 1 year | 32.96 | 31.53 | 105% |
| Returns for 3 years | 34.37 | 25.35 | 136% |
| Returns for 5 years | 100.67 | 85.64 | 118% |
| Returns for 10 years | 213.74 | 187.59 | 114% |