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VBTLX or VTSAX or VWUSX
VBTLX vs VTSAX vs VWUSX Comparison
Open Charts VBTLX vs VTSAX vs VWUSX
VBTLX vs VTSAX vs VWUSX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.31T vs. VBTLX (394B) and VWUSX (47.5B). VBTLX pays higher dividends than VTSAX and VWUSX: VBTLX (3.97) vs VTSAX (1.00) and VWUSX (0.06). VBTLX was incepted earlier than VTSAX and VWUSX: VBTLX (25 years) vs VTSAX (26 years) and VWUSX (67 years). VWUSX (0.35) is less costly to investors than VBTLX (0.04) and VTSAX (0.04). VBTLX is a more actively managed with annual turnover of: 38.00 vs. VWUSX (29.00) and VTSAX (3.00). VBTLX (3000), VTSAX (3000) and VWUSX (3000) have matching initial minimum investment requirements. VTSAX annual gain was more profitable for investors over the last year : 26.03 vs. VWUSX (3.25) and VBTLX (1.16). VTSAX return over 5 years is better than : 71.63 vs. VWUSX (8.48) and VBTLX (-14.27).
| VBTLX | VTSAX | VWUSX | |
| Total Expense Ratio | 0.04 | 0.04 | 0.35 |
| Annual Report Gross Expense Ratio | 0.04 | 0.04 | 0.35 |
| Fund Existence | 25 years | 26 years | 67 years |
| Gain YTD | -1.126 | 10.451 | 1.288 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 3000 | 3000 | 3000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 394B | 2.31T | 47.5B |
| Annual Yield % from dividends | 3.97 | 1.00 | 0.06 |
| Returns for 1 year | 1.16 | 26.03 | 3.25 |
| Returns for 3 years | 1.27 | 69.38 | 50.15 |
| Returns for 5 years | -14.27 | 71.63 | 8.48 |
| Returns for 10 years | -10.89 | 263.85 | 166.95 |
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