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BIRKX vs VFIAX
BIRKX vs VFIAX Comparison
Open Charts BIRKX vs VFIAX
BlackRock Sustainable Adg Lg Cp Cr K
Price$22.07
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets1.07B
Vanguard 500 Index Admiral
Price$560.65
Change+$2.96 (+0.53%)
VolumeN/A
Net Assets1.35T
BIRKX vs VFIAX Comparison Chart
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BIRKX vs. VFIAX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. BIRKX (1.07B). 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 : 24.73 vs. BIRKX (8.50). VFIAX return over 5 years is better than : 87.32 vs. BIRKX (60.71).
| 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 | 3.957 | 2.751 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 1.35T | 0% |
| Annual Yield % from dividends | 0.96 | 1.32 | 72% |
| Returns for 1 year | 8.50 | 24.73 | 34% |
| Returns for 3 years | 18.29 | 33.85 | 54% |
| Returns for 5 years | 60.71 | 87.32 | 70% |
| Returns for 10 years | N/A | 199.28 | - |
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