Interact to see
Advertisement
Advertisement
BTEFX vs VTSMX
BTEFX vs VTSMX Comparison
Open Charts BTEFX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
BTEFX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BTEFX vs. VTSMX commentary
Jun 09, 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 (243M). VTSMX pays higher dividends than BTEFX: VTSMX (1.18) vs BTEFX (0.73). 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 : 12.13 vs. BTEFX (5.55). VTSMX return over 5 years is better than : 82.86 vs. BTEFX (61.85).
| 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 | 0.113 | 1.888 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243M | 1.82T | 0% |
| Annual Yield % from dividends | 0.73 | 1.18 | 62% |
| Returns for 1 year | 5.55 | 12.13 | 46% |
| Returns for 3 years | 23.65 | 41.83 | 57% |
| Returns for 5 years | 61.85 | 82.86 | 75% |
| Returns for 10 years | 133.86 | 182.91 | 73% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement