Ad is loading...
BKTSX vs VSMPX
BKTSX vs VSMPX Comparison
Open Charts BKTSX vs VSMPX
iShares Total US Stock Market Idx K
Price$26.62
Change-$0.41 (-1.52%)
VolumeN/A
Net Assets3.79B
Vanguard Total Stock Mkt Idx Instl Pls
Price$262.35
Change-$4.10 (-1.54%)
VolumeN/A
Net Assets1.78T
BKTSX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKTSX vs. VSMPX commentary
Jan 12, 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.78T vs. BKTSX (3.8B). VSMPX (1.36) and BKTSX (1.33) have matching dividends . BKTSX was incepted earlier than VSMPX: BKTSX (9 years) vs VSMPX (10 years). BKTSX is a more actively managed with annual turnover of: 20.00 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 : 22.93 vs. VSMPX (21.32). BKTSX return over 5 years is better than : 87.05 vs. VSMPX (74.34).
| BKTSX | VSMPX | BKTSX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | -0.820 | -0.843 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 1.78T | 0% |
| Annual Yield % from dividends | 1.33 | 1.36 | 98% |
| Returns for 1 year | 22.93 | 21.32 | 108% |
| Returns for 3 years | 27.00 | 21.05 | 128% |
| Returns for 5 years | 87.05 | 74.34 | 117% |
| Returns for 10 years | N/A | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...