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BTEFX vs VTSMX
BTEFX vs VTSMX Comparison
Open Charts BTEFX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
BTEFX vs VTSMX Comparison Chart
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BTEFX 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 BTEFX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. BTEFX (251M). VTSMX pays higher dividends than BTEFX: VTSMX (1.26) vs BTEFX (0.60). BTEFX was incepted earlier than VTSMX: BTEFX (21 years) vs VTSMX (33 years). BTEFX is a more actively managed with annual turnover of: 6.19 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BTEFX: VTSMX (3000) vs BTEFX (100000). VTSMX annual gain was more profitable for investors over the last year : 25.24 vs. BTEFX (14.04). VTSMX return over 5 years is better than : 76.07 vs. BTEFX (54.00).
| BTEFX | VTSMX | BTEFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 2.073 | 2.241 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 251M | 1.78T | 0% |
| Annual Yield % from dividends | 0.60 | 1.26 | 47% |
| Returns for 1 year | 14.04 | 25.24 | 56% |
| Returns for 3 years | 16.71 | 28.94 | 58% |
| Returns for 5 years | 54.00 | 76.07 | 71% |
| Returns for 10 years | 142.09 | 194.99 | 73% |
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