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BSPIX vs VTSMX
BSPIX vs VTSMX Comparison
Open Charts BSPIX vs VTSMX
iShares S&P 500 Index Institutional
Price$701.74
Change+$6.96 (+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
BSPIX vs VTSMX Comparison Chart
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BSPIX 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 BSPIX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. BSPIX (46.5B). 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 : 26.79 vs. VTSMX (25.24). BSPIX return over 5 years is better than : 91.44 vs. VTSMX (76.07).
| 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 | 2.007 | 2.241 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.5B | 1.78T | 3% |
| Annual Yield % from dividends | 1.27 | 1.26 | 101% |
| Returns for 1 year | 26.79 | 25.24 | 106% |
| Returns for 3 years | 36.04 | 28.94 | 125% |
| Returns for 5 years | 91.44 | 76.07 | 120% |
| Returns for 10 years | 228.92 | 194.99 | 117% |
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