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BKTSX vs VTSAX
BKTSX vs VTSAX Comparison
Open Charts BKTSX vs VTSAX
iShares Total US Stock Market Idx K
Price$24.57
Change-$1.31 (-5.06%)
VolumeN/A
Net Assets3.74B
Vanguard Total Stock Mkt Idx Adm
Price$128.49
Change-$6.87 (-5.08%)
VolumeN/A
Net Assets1.81T
BKTSX vs VTSAX Comparison Chart
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BKTSX vs. VTSAX commentary
Apr 05, 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.81T vs. BKTSX (3.74B). VTSAX (1.35) and BKTSX (1.34) have matching dividends . BKTSX was incepted earlier than VTSAX: BKTSX (10 years) vs VTSAX (24 years). VTSAX (0.04) is less costly to investors than BKTSX (0.03). BKTSX is a more actively managed with annual turnover of: 26.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than BKTSX: VTSAX (3000) vs BKTSX (5000000). BKTSX annual gain was more profitable for investors over the last year : 9.57 vs. VTSAX (8.05). BKTSX return over 5 years is better than : 142.67 vs. VTSAX (126.25).
| BKTSX | VTSAX | BKTSX / VTSAX | |
| Total Expense Ratio | 0.03 | 0.04 | 75% |
| Annual Report Gross Expense Ratio | 0.03 | 0.04 | 75% |
| Fund Existence | 10 years | 24 years | - |
| Gain YTD | -3.577 | -3.990 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.74B | 1.81T | 0% |
| Annual Yield % from dividends | 1.34 | 1.35 | 99% |
| Returns for 1 year | 9.57 | 8.05 | 119% |
| Returns for 3 years | 27.00 | 21.03 | 128% |
| Returns for 5 years | 142.67 | 126.25 | 113% |
| Returns for 10 years | N/A | 167.38 | - |
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