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BTEFX vs VTSMX
BTEFX vs VTSMX Comparison
Open Charts BTEFX vs VTSMX
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
BTEFX vs VTSMX Comparison Chart in %
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BTEFX vs. VTSMX commentary
Sep 28, 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 BTEFX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. BTEFX (256M). VTSMX pays higher dividends than BTEFX: VTSMX (1.07) vs BTEFX (0.69). BTEFX was incepted earlier than VTSMX: BTEFX (22 years) vs VTSMX (33 years). BTEFX (0.83) is less costly to investors than VTSMX (0.14). BTEFX is a more actively managed with annual turnover of: 3.22 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BTEFX: VTSMX (3000) vs BTEFX (100000). VTSMX annual gain was more profitable for investors over the last year : 15.63 vs. BTEFX (5.96). VTSMX return over 5 years is better than : 96.53 vs. BTEFX (67.17).
| BTEFX | VTSMX | BTEFX / VTSMX | |
| Total Expense Ratio | 0.83 | 0.14 | 593% |
| Annual Report Gross Expense Ratio | 0.83 | 0.14 | 593% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 7.190 | 12.949 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256M | 1.95T | 0% |
| Annual Yield % from dividends | 0.69 | 1.07 | 65% |
| Returns for 1 year | 5.96 | 15.63 | 38% |
| Returns for 3 years | 48.93 | 80.25 | 61% |
| Returns for 5 years | 67.17 | 96.53 | 70% |
| Returns for 10 years | 166.56 | 249.92 | 67% |
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