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BTEFX vs VTSMX
BTEFX vs VTSMX Comparison
Open Charts BTEFX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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BTEFX vs VTSMX Comparison Chart
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BTEFX vs. VTSMX commentary
Sep 21, 2024
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 StrongSell and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. BTEFX (250M). VTSMX pays higher dividends than BTEFX: VTSMX (1.26) vs BTEFX (0.60). BTEFX was incepted earlier than VTSMX: BTEFX (21 years) vs VTSMX (32 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 : 25.89 vs. BTEFX (16.32). VTSMX return over 5 years is better than : 82.93 vs. BTEFX (67.76).
| BTEFX | VTSMX | BTEFX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 32 years | - |
| Gain YTD | 11.662 | 16.884 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 250M | 1.72T | 0% |
| Annual Yield % from dividends | 0.60 | 1.26 | 47% |
| Returns for 1 year | 16.32 | 25.89 | 63% |
| Returns for 3 years | 16.28 | 21.33 | 76% |
| Returns for 5 years | 67.76 | 82.93 | 82% |
| Returns for 10 years | 135.84 | 178.97 | 76% |
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