BSPIX vs VTSMX

Both BSPIX and VTSMX are mutual funds. BSPIX has a lower 5-year return than VTSMX (18.34% vs 18.35%). BSPIX has a lower expense ratio than VTSMX (0.1% vs 0.14%). Below is the comparison between BSPIX and VTSMX.

BSPIX VTSMX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family BlackRock Vanguard
Net Assets $4.87B $130.30B
Expense Ratio 0.10% 0.14%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.28% 1.18%
Minimum Investment $2,000,000.00 $3,000.00
YTD Return 22.27% 21.50%
1-Year Return 4.39% 4.43%
3-Year Return 20.20% 20.47%
5-Year Return 18.34% 18.35%
10-Year Return 16.07% 16.03%

BSPIX description

The Fund seeks to provide investment results that correspond to the total return performance of publicly-traded common stocks in the aggregate, S&P 500 Index. It seeks to replicate the total return performance of the S&P 500 Index, which is composed of 500 selected common stocks, most of which are listed on the NYSE.

BSPIX performance & returns

YTD Return 22.27%
1-Month Return 3.49%
3-Month Return 4.39%
1-Year Return 4.39%
3-Year Return 20.20%
5-Year Return 18.34%
10-Year Return 16.07%
BSPIX expense ratio is 0.1%.

BSPIX holdings

Top 10 Holdings (27.70% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.62%
Microsoft Corp MSFT 5.66%
Amazon.com Inc AMZN 4.76%
Facebook Inc A FB 2.24%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.53%
Berkshire Hathaway Inc Class B BRK.B 1.50%
Johnson & Johnson JNJ 1.39%
Procter & Gamble Co PG 1.23%
Visa Inc Class A V 1.20%

Other relevant BSPIX comparisons

You may also want to check out the following BSPIX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

VTSMX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VTSMX performance & returns

YTD Return 21.50%
1-Month Return 3.46%
3-Month Return 4.43%
1-Year Return 4.43%
3-Year Return 20.47%
5-Year Return 18.35%
10-Year Return 16.03%
VTSMX expense ratio is 0.14%.

VTSMX holdings

Top 10 Holdings (23.05% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.36%
Microsoft Corp MSFT 4.78%
Amazon.com Inc AMZN 4.03%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.32%
Alphabet Inc Class C GOOG 1.25%
Berkshire Hathaway Inc Class B BRK.B 1.19%
Johnson & Johnson JNJ 1.18%
Procter & Gamble Co PG 1.04%
Visa Inc Class A V 1.01%

Other relevant VTSMX comparisons

You may also want to check out the following VTSMX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.