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BTEFX vs VTSMX
BTEFX vs VTSMX Comparison
Open Charts BTEFX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
BTEFX vs VTSMX Comparison Chart
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BTEFX 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 BTEFX is a StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BTEFX (254M). 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 : 19.83 vs. BTEFX (10.93). VTSMX return over 5 years is better than : 78.15 vs. BTEFX (57.37).
| 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 | 3.381 | 4.057 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254M | 1.84T | 0% |
| Annual Yield % from dividends | 0.60 | 1.26 | 47% |
| Returns for 1 year | 10.93 | 19.83 | 55% |
| Returns for 3 years | 23.84 | 39.38 | 61% |
| Returns for 5 years | 57.37 | 78.15 | 73% |
| Returns for 10 years | 136.23 | 185.46 | 73% |