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BIRKX vs VFIAX
BIRKX vs VFIAX Comparison
Open Charts BIRKX vs VFIAX
BlackRock Sust Awr Advtg Lg Cp Cr K
Price$23.81
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets981.55M
Vanguard 500 Index Admiral
Price$622.21
Change+$2.30 (+0.37%)
VolumeN/A
Net Assets1.41T
BIRKX vs VFIAX Comparison Chart in %
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BIRKX vs. VFIAX commentary
Oct 08, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. BIRKX (982M). VFIAX pays higher dividends than BIRKX: VFIAX (1.14) vs BIRKX (0.79). BIRKX was incepted earlier than VFIAX: BIRKX (10 years) vs VFIAX (25 years). BIRKX (0.50) is less costly to investors than VFIAX (0.04). BIRKX is a more actively managed with annual turnover of: 129.00 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 : 16.84 vs. BIRKX (9.43). VFIAX return over 5 years is better than : 96.69 vs. BIRKX (59.66).
| BIRKX | VFIAX | BIRKX / VFIAX | |
| Total Expense Ratio | 0.43 | 0.04 | 1,075% |
| Annual Report Gross Expense Ratio | 0.50 | 0.04 | 1,250% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 12.605 | 14.255 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 1.41T | 0% |
| Annual Yield % from dividends | 0.79 | 1.14 | 69% |
| Returns for 1 year | 9.43 | 16.84 | 56% |
| Returns for 3 years | 59.13 | 84.75 | 70% |
| Returns for 5 years | 59.66 | 96.69 | 62% |
| Returns for 10 years | N/A | 233.83 | - |
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