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BKTSX vs VTSAX
BKTSX vs VTSAX Comparison
Open Charts BKTSX vs VTSAX
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 Adm
Price$139.84
Change-$2.18 (-1.53%)
VolumeN/A
Net Assets1.78T
BKTSX vs VTSAX Comparison Chart
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BKTSX vs. VTSAX 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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.78T vs. BKTSX (3.8B). VTSAX (1.35) and BKTSX (1.33) have matching dividends . BKTSX was incepted earlier than VTSAX: BKTSX (9 years) vs VTSAX (24 years). BKTSX is a more actively managed with annual turnover of: 20.00 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 : 22.93 vs. VTSAX (21.31). BKTSX return over 5 years is better than : 87.05 vs. VTSAX (74.29).
| BKTSX | VTSAX | BKTSX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -0.820 | -0.844 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 1.78T | 0% |
| Annual Yield % from dividends | 1.33 | 1.35 | 98% |
| Returns for 1 year | 22.93 | 21.31 | 108% |
| Returns for 3 years | 27.00 | 21.02 | 128% |
| Returns for 5 years | 87.05 | 74.29 | 117% |
| Returns for 10 years | N/A | 186.32 | - |
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