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BIRKX vs FXAIX
BIRKX vs FXAIX Comparison
Open Charts BIRKX vs FXAIX
BlackRock Sustainable Adg Lg Cp Cr K
Price$19.37
Change-$1.04 (-5.10%)
VolumeN/A
Net Assets895.85M
BIRKX vs FXAIX Comparison Chart
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BIRKX vs. FXAIX commentary
Apr 04, 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 BIRKX is a Hold and FXAIX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. BIRKX (896M). FXAIX pays higher dividends than BIRKX: FXAIX (1.30) vs BIRKX (0.87). BIRKX was incepted earlier than FXAIX: BIRKX (9 years) vs FXAIX (14 years). BIRKX (0.50) is less costly to investors than FXAIX (0.01). BIRKX is a more actively managed with annual turnover of: 108.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than BIRKX: FXAIX (0) vs BIRKX (5000000). FXAIX annual gain was more profitable for investors over the last year : 10.29 vs. BIRKX (-7.17). FXAIX return over 5 years is better than : 146.07 vs. BIRKX (95.36).
| BIRKX | FXAIX | BIRKX / FXAIX | |
| Total Expense Ratio | 0.43 | 0.01 | 2,867% |
| Annual Report Gross Expense Ratio | 0.50 | 0.01 | 3,333% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -3.862 | -3.262 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 598B | 0% |
| Annual Yield % from dividends | 0.87 | 1.30 | 67% |
| Returns for 1 year | -7.17 | 10.29 | -70% |
| Returns for 3 years | 8.71 | 29.57 | 29% |
| Returns for 5 years | 95.36 | 146.07 | 65% |
| Returns for 10 years | N/A | 197.24 | - |
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