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BKTSX vs VFIAX
BKTSX vs VFIAX Comparison
Open Charts BKTSX vs VFIAX
iShares Total US Stock Market Idx K
Price$30.32
Change+$0.13 (+0.43%)
VolumeN/A
Net Assets4.32B
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
BKTSX vs VFIAX Comparison Chart in %
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BKTSX vs. VFIAX commentary
Oct 18, 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 BKTSX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. BKTSX (4.32B). BKTSX (1.19) and VFIAX (1.14) have matching dividends . BKTSX was incepted earlier than VFIAX: BKTSX (10 years) vs VFIAX (25 years). VFIAX (0.04) is less costly to investors than BKTSX (0.03). BKTSX is a more actively managed with annual turnover of: 26.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than BKTSX: VFIAX (3000) vs BKTSX (5000000). BKTSX annual gain was more profitable for investors over the last year : 15.18 vs. VFIAX (14.15). BKTSX return over 5 years is better than : 97.85 vs. VFIAX (91.55).
| BKTSX | VFIAX | BKTSX / VFIAX | |
| Total Expense Ratio | 0.03 | 0.04 | 75% |
| Annual Report Gross Expense Ratio | 0.03 | 0.04 | 75% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 14.036 | 13.413 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.32B | 1.41T | 0% |
| Annual Yield % from dividends | 1.19 | 1.14 | 104% |
| Returns for 1 year | 15.18 | 14.15 | 107% |
| Returns for 3 years | 83.49 | 79.39 | 105% |
| Returns for 5 years | 97.85 | 91.55 | 107% |
| Returns for 10 years | 266.24 | 228.70 | 116% |
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