Ad is loading...
BKTSX vs VTSMX
BKTSX vs VTSMX Comparison
Open Charts BKTSX vs VTSMX
iShares Total US Stock Market Idx K
Price$27.28
Change-$0.19 (-0.69%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$143.12
Change-$0.98 (-0.68%)
VolumeN/A
CapitalizationN/A
BKTSX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BKTSX vs. VTSMX commentary
Nov 15, 2024
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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. BKTSX (3.9B). BKTSX pays higher dividends than VTSMX: BKTSX (1.33) vs VTSMX (1.26). BKTSX was incepted earlier than VTSMX: BKTSX (9 years) vs VTSMX (33 years). BKTSX is a more actively managed with annual turnover of: 20.00 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 : 35.35 vs. VTSMX (33.37). BKTSX return over 5 years is better than : 101.10 vs. VTSMX (87.43).
| BKTSX | VTSMX | BKTSX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 26.227 | 24.862 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.9B | 1.73T | 0% |
| Annual Yield % from dividends | 1.33 | 1.26 | 105% |
| Returns for 1 year | 35.35 | 33.37 | 106% |
| Returns for 3 years | 28.68 | 22.80 | 126% |
| Returns for 5 years | 101.10 | 87.43 | 116% |
| Returns for 10 years | N/A | 193.39 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...