Ad is loading...
Ad is loading...
BTEFX vs VTSMX
BTEFX vs VTSMX Comparison
Open Charts BTEFX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
BTEFX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BTEFX vs. VTSMX commentary
Nov 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 BTEFX is a StrongBuy and VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. BTEFX (253M). 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 : 30.52 vs. BTEFX (19.00). VTSMX return over 5 years is better than : 83.72 vs. BTEFX (65.12).
| 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 | 15.090 | 22.392 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253M | 1.73T | 0% |
| Annual Yield % from dividends | 0.60 | 1.26 | 47% |
| Returns for 1 year | 19.00 | 30.52 | 62% |
| Returns for 3 years | 12.27 | 19.91 | 62% |
| Returns for 5 years | 65.12 | 83.72 | 78% |
| Returns for 10 years | 135.31 | 186.07 | 73% |