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BKTSX vs VTSMX
BKTSX vs VTSMX Comparison
Open Charts BKTSX vs VTSMX
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 I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
BKTSX vs VTSMX Comparison Chart
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BKTSX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BKTSX (3.92B). BKTSX pays higher dividends than VTSMX: BKTSX (1.30) vs VTSMX (1.18). BKTSX was incepted earlier than VTSMX: BKTSX (10 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than BKTSX (0.03). BKTSX is a more actively managed with annual turnover of: 26.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BKTSX: VTSMX (3000) vs BKTSX (5000000). BKTSX annual gain was more profitable for investors over the last year : 12.24 vs. VTSMX (10.60). BKTSX return over 5 years is better than : 102.77 vs. VTSMX (88.61).
| BKTSX | VTSMX | BKTSX / VTSMX | |
| Total Expense Ratio | 0.03 | 0.14 | 21% |
| Annual Report Gross Expense Ratio | 0.03 | 0.14 | 21% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 0.298 | -0.177 | -169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 1.82T | 0% |
| Annual Yield % from dividends | 1.30 | 1.18 | 110% |
| Returns for 1 year | 12.24 | 10.60 | 115% |
| Returns for 3 years | 45.90 | 39.33 | 117% |
| Returns for 5 years | 102.77 | 88.61 | 116% |
| Returns for 10 years | N/A | 174.21 | - |
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