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BSPAX vs VTSMX
BSPAX vs VTSMX Comparison
Open Charts BSPAX vs VTSMX
iShares S&P 500 Index Investor A
Price$684.35
Change-$0.28 (-0.04%)
VolumeN/A
Net Assets48.06B
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
BSPAX vs VTSMX Comparison Chart
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BSPAX vs. VTSMX commentary
May 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. BSPAX (48.1B). VTSMX pays higher dividends than BSPAX: VTSMX (1.26) vs BSPAX (0.97). 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: 9.00 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 : 12.54 vs. VTSMX (11.08). BSPAX return over 5 years is better than : 110.29 vs. VTSMX (96.32).
| 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 | 1.394 | 0.767 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 48.1B | 1.72T | 3% |
| Annual Yield % from dividends | 0.97 | 1.26 | 77% |
| Returns for 1 year | 12.54 | 11.08 | 113% |
| Returns for 3 years | 56.85 | 49.86 | 114% |
| Returns for 5 years | 110.29 | 96.32 | 115% |
| Returns for 10 years | 204.00 | 174.58 | 117% |
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