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BIRIX vs VTSMX
BIRIX vs VTSMX Comparison
Open Charts BIRIX vs VTSMX
BlackRock Sustainable Adg Lg Cp Cr Instl
Price$22.71
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets924.01M
Vanguard Total Stock Mkt Idx I
Price$154.41
Change-$0.16 (-0.10%)
VolumeN/A
Net Assets1.91T
BIRIX vs VTSMX Comparison Chart in %
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BIRIX vs. VTSMX commentary
Aug 15, 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 BIRIX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. BIRIX (924M). VTSMX pays higher dividends than BIRIX: VTSMX (1.09) vs BIRIX (0.79). BIRIX was incepted earlier than VTSMX: BIRIX (10 years) vs VTSMX (33 years). BIRIX (0.61) is less costly to investors than VTSMX (0.14). BIRIX is a more actively managed with annual turnover of: 108.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BIRIX: VTSMX (3000) vs BIRIX (2000000). VTSMX annual gain was more profitable for investors over the last year : 18.62 vs. BIRIX (10.62). VTSMX return over 5 years is better than : 86.51 vs. BIRIX (55.17).
| BIRIX | VTSMX | BIRIX / VTSMX | |
| Total Expense Ratio | 0.48 | 0.14 | 343% |
| Annual Report Gross Expense Ratio | 0.61 | 0.14 | 436% |
| Fund Existence | 10 years | 33 years | - |
| Gain YTD | 7.527 | 9.671 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 924M | 1.91T | 0% |
| Annual Yield % from dividends | 0.79 | 1.09 | 72% |
| Returns for 1 year | 10.62 | 18.62 | 57% |
| Returns for 3 years | 28.85 | 47.59 | 61% |
| Returns for 5 years | 55.17 | 86.51 | 64% |
| Returns for 10 years | N/A | 202.68 | - |
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