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BEQAX vs VTSMX
BEQAX vs VTSMX Comparison
Open Charts BEQAX vs VTSMX
American Century Equity Growth A
Price$33.43
Change-$0.49 (-1.44%)
VolumeN/A
Net Assets1.65B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
BEQAX vs VTSMX Comparison Chart
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BEQAX vs. VTSMX commentary
Jun 15, 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 BEQAX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BEQAX (1.65B). VTSMX pays higher dividends than BEQAX: VTSMX (1.18) vs BEQAX (0.40). BEQAX was incepted earlier than VTSMX: BEQAX (28 years) vs VTSMX (33 years). BEQAX (0.91) is less costly to investors than VTSMX (0.14). BEQAX is a more actively managed with annual turnover of: 53.00 vs. VTSMX (2.00). BEQAX has a lower initial minimum investment than VTSMX: BEQAX (2500) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. BEQAX (8.42). VTSMX return over 5 years is better than : 91.36 vs. BEQAX (16.59).
| BEQAX | VTSMX | BEQAX / VTSMX | |
| Total Expense Ratio | 0.91 | 0.14 | 650% |
| Annual Report Gross Expense Ratio | 0.91 | 0.14 | 650% |
| Fund Existence | 28 years | 33 years | - |
| Gain YTD | -0.113 | 1.349 | -8% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 1.82T | 0% |
| Annual Yield % from dividends | 0.40 | 1.18 | 34% |
| Returns for 1 year | 8.42 | 10.06 | 84% |
| Returns for 3 years | 41.38 | 57.59 | 72% |
| Returns for 5 years | 16.59 | 91.36 | 18% |
| Returns for 10 years | 16.62 | 178.92 | 9% |
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