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BTEFX vs VTSMX
BTEFX vs VTSMX Comparison
Open Charts BTEFX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
BTEFX vs VTSMX Comparison Chart in %
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BTEFX vs. VTSMX commentary
Jul 04, 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: 1.82T vs. BTEFX (249M). VTSMX pays higher dividends than BTEFX: VTSMX (1.12) vs BTEFX (0.72). BTEFX was incepted earlier than VTSMX: BTEFX (22 years) vs VTSMX (33 years). BTEFX (0.83) 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 : 12.91 vs. BTEFX (6.28). VTSMX return over 5 years is better than : 93.92 vs. BTEFX (70.90).
| BTEFX | VTSMX | BTEFX / VTSMX | |
| Total Expense Ratio | 0.83 | 0.14 | 593% |
| Annual Report Gross Expense Ratio | 0.83 | 0.14 | 593% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 2.614 | 5.513 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 249M | 1.82T | 0% |
| Annual Yield % from dividends | 0.72 | 1.12 | 64% |
| Returns for 1 year | 6.28 | 12.91 | 49% |
| Returns for 3 years | 36.06 | 60.70 | 59% |
| Returns for 5 years | 70.90 | 93.92 | 75% |
| Returns for 10 years | 139.71 | 195.50 | 71% |
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