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BKTSX vs VSMPX
BKTSX vs VSMPX Comparison
Open Charts BKTSX vs VSMPX
iShares Total US Stock Market Idx K
Price$27.38
Change+$0.29 (+1.07%)
VolumeN/A
Net Assets3.92B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
BKTSX vs VSMPX Comparison Chart
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BKTSX vs. VSMPX commentary
Jun 08, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. BKTSX (3.92B). BKTSX (1.30) and VSMPX (1.29) have matching dividends . BKTSX was incepted earlier than VSMPX: BKTSX (10 years) vs VSMPX (10 years). BKTSX (0.03) is less costly to investors than VSMPX (0.02). BKTSX is a more actively managed with annual turnover of: 26.00 vs. VSMPX (2.00). BKTSX has a lower initial minimum investment than VSMPX: BKTSX (5000000) vs VSMPX (100000000). BKTSX annual gain was more profitable for investors over the last year : 12.24 vs. VSMPX (10.62). BKTSX return over 5 years is better than : 102.77 vs. VSMPX (88.70).
| BKTSX | VSMPX | BKTSX / VSMPX | |
| Total Expense Ratio | 0.03 | 0.02 | 150% |
| Annual Report Gross Expense Ratio | 0.03 | 0.02 | 150% |
| Fund Existence | 10 years | 10 years | - |
| Gain YTD | 0.298 | -0.157 | -189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 1.82T | 0% |
| Annual Yield % from dividends | 1.30 | 1.29 | 100% |
| Returns for 1 year | 12.24 | 10.62 | 115% |
| Returns for 3 years | 45.90 | 39.39 | 117% |
| Returns for 5 years | 102.77 | 88.70 | 116% |
| Returns for 10 years | N/A | 166.10 | - |
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