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BTEFX vs VTSMX
BTEFX vs VTSMX Comparison
Open Charts BTEFX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$130.91
Change+$2.67 (+2.08%)
VolumeN/A
Net Assets1.7T
BTEFX vs VTSMX Comparison Chart
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BTEFX vs. VTSMX commentary
Apr 25, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. BTEFX (226M). VTSMX pays higher dividends than BTEFX: VTSMX (1.25) vs BTEFX (0.75). BTEFX was incepted earlier than VTSMX: BTEFX (22 years) vs VTSMX (33 years). BTEFX (0.85) is less costly to investors than VTSMX (0.14). BTEFX is a more actively managed with annual turnover of: 3.22 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 : 3.51 vs. BTEFX (-0.52). VTSMX return over 5 years is better than : 83.68 vs. BTEFX (64.78).
| BTEFX | VTSMX | BTEFX / VTSMX | |
| Total Expense Ratio | 0.85 | 0.14 | 607% |
| Annual Report Gross Expense Ratio | 0.85 | 0.14 | 607% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | -8.316 | -10.527 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 226M | 1.7T | 0% |
| Annual Yield % from dividends | 0.75 | 1.25 | 60% |
| Returns for 1 year | -0.52 | 3.51 | -15% |
| Returns for 3 years | 10.76 | 21.32 | 50% |
| Returns for 5 years | 64.78 | 83.68 | 77% |
| Returns for 10 years | 110.80 | 144.72 | 77% |