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BSPIX vs VTSMX
BSPIX vs VTSMX Comparison
Open Charts BSPIX vs VTSMX
iShares S&P 500 Index Institutional
Price$704.44
Change-$12.20 (-1.70%)
VolumeN/A
Net Assets46.77B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
BSPIX vs VTSMX Comparison Chart
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BSPIX vs. VTSMX commentary
Feb 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 BSPIX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BSPIX (46.8B). BSPIX (1.27) and VTSMX (1.26) have matching dividends . BSPIX was incepted earlier than VTSMX: BSPIX (12 years) vs VTSMX (33 years). BSPIX is a more actively managed with annual turnover of: 13.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BSPIX: VTSMX (3000) vs BSPIX (2000000). BSPIX annual gain was more profitable for investors over the last year : 19.46 vs. VTSMX (17.60). BSPIX return over 5 years is better than : 91.36 vs. VTSMX (74.84).
| BSPIX | VTSMX | BSPIX / 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 | 2.400 | 2.121 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.8B | 1.84T | 3% |
| Annual Yield % from dividends | 1.27 | 1.26 | 101% |
| Returns for 1 year | 19.46 | 17.60 | 111% |
| Returns for 3 years | 45.00 | 36.78 | 122% |
| Returns for 5 years | 91.36 | 74.84 | 122% |
| Returns for 10 years | 214.97 | 180.15 | 119% |