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BASMX vs VTSMX
BASMX vs VTSMX Comparison
Open Charts BASMX vs VTSMX
iShares Total US Stock Market Idx Inv A
Price$23.85
Change-$0.88 (-3.56%)
VolumeN/A
Net Assets3.59B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
BASMX vs VTSMX Comparison Chart
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BASMX vs. VTSMX commentary
Apr 11, 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 BASMX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. BASMX (3.59B). VTSMX pays higher dividends than BASMX: VTSMX (1.25) vs BASMX (1.04). BASMX was incepted earlier than VTSMX: BASMX (10 years) vs VTSMX (33 years). BASMX (0.34) is less costly to investors than VTSMX (0.14). BASMX is a more actively managed with annual turnover of: 26.00 vs. VTSMX (2.00). BASMX has a lower initial minimum investment than VTSMX: BASMX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 3.60 vs. BASMX (2.18). BASMX (96.06) and VTSMX (92.15) have equivalent 5 years return.
| BASMX | VTSMX | BASMX / VTSMX | |
| Total Expense Ratio | 0.33 | 0.14 | 236% |
| Annual Report Gross Expense Ratio | 0.34 | 0.14 | 243% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | -10.788 | -7.881 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 1.7T | 0% |
| Annual Yield % from dividends | 1.04 | 1.25 | 83% |
| Returns for 1 year | 2.18 | 3.60 | 61% |
| Returns for 3 years | 21.31 | 19.10 | 112% |
| Returns for 5 years | 96.06 | 92.15 | 104% |
| Returns for 10 years | N/A | 153.62 | - |
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