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BIRKX vs VFIAX
BIRKX vs VFIAX Comparison
Open Charts BIRKX vs VFIAX
BlackRock Sustainable Adg Lg Cp Cr K
Price$22.73
Change+$0.13 (+0.58%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$549.91
Change+$3.01 (+0.55%)
VolumeN/A
CapitalizationN/A
BIRKX vs VFIAX Comparison Chart
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BIRKX vs. VFIAX commentary
Nov 22, 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 BIRKX is a Buy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. BIRKX (915M). VFIAX pays higher dividends than BIRKX: VFIAX (1.32) vs BIRKX (0.96). BIRKX was incepted earlier than VFIAX: BIRKX (9 years) vs VFIAX (24 years). BIRKX is a more actively managed with annual turnover of: 120.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than BIRKX: VFIAX (3000) vs BIRKX (5000000). VFIAX annual gain was more profitable for investors over the last year : 30.58 vs. BIRKX (19.22). VFIAX return over 5 years is better than : 91.24 vs. BIRKX (69.35).
| BIRKX | VFIAX | BIRKX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 13.146 | 25.032 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 1.28T | 0% |
| Annual Yield % from dividends | 0.96 | 1.32 | 72% |
| Returns for 1 year | 19.22 | 30.58 | 63% |
| Returns for 3 years | 13.79 | 27.07 | 51% |
| Returns for 5 years | 69.35 | 91.24 | 76% |
| Returns for 10 years | N/A | 189.08 | - |