Ad is loading...
BTEFX vs VTSMX
BTEFX vs VTSMX Comparison
Open Charts BTEFX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$128.47
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
BTEFX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BTEFX vs. VTSMX commentary
Apr 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 StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.81T vs. BTEFX (239M). 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 : 8.05 vs. BTEFX (3.52). VTSMX return over 5 years is better than : 126.23 vs. BTEFX (96.17).
| 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 | -2.524 | -3.986 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 239M | 1.81T | 0% |
| Annual Yield % from dividends | 0.75 | 1.25 | 60% |
| Returns for 1 year | 3.52 | 8.05 | 44% |
| Returns for 3 years | 10.89 | 21.01 | 52% |
| Returns for 5 years | 96.17 | 126.23 | 76% |
| Returns for 10 years | 126.28 | 166.80 | 76% |
View a ticker or compare two or three
VS
VS
Ad is loading...