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BSPAX vs VTSMX
BSPAX vs VTSMX Comparison
Open Charts BSPAX vs VTSMX
iShares S&P 500 Index Investor A
Price$707.40
Change+$0.03 (+0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.82
Change-$0.72 (-0.49%)
VolumeN/A
CapitalizationN/A
BSPAX vs VTSMX Comparison Chart
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BSPAX vs. VTSMX commentary
Dec 18, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BSPAX (47.5B). 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 annual gain was more profitable for investors over the last year : 28.72 vs. VTSMX (26.90). BSPAX return over 5 years is better than : 98.21 vs. VTSMX (84.16).
| 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 | 27.880 | 26.352 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 47.5B | 1.84T | 3% |
| Annual Yield % from dividends | 1.06 | 1.26 | 84% |
| Returns for 1 year | 28.72 | 26.90 | 107% |
| Returns for 3 years | 34.97 | 27.88 | 125% |
| Returns for 5 years | 98.21 | 84.16 | 117% |
| Returns for 10 years | 217.82 | 192.04 | 113% |
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