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BIRKX vs VFIAX
BIRKX vs VFIAX Comparison
Open Charts BIRKX vs VFIAX
BlackRock Sustainable Adg Lg Cp Cr K
Price$19.37
Change-$1.04 (-5.10%)
VolumeN/A
Net Assets895.85M
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
BIRKX vs VFIAX Comparison Chart
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BIRKX vs. VFIAX 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. BIRKX (896M). VFIAX pays higher dividends than BIRKX: VFIAX (1.35) vs BIRKX (0.87). BIRKX was incepted earlier than VFIAX: BIRKX (9 years) vs VFIAX (24 years). BIRKX (0.50) is less costly to investors than VFIAX (0.04). BIRKX is a more actively managed with annual turnover of: 108.00 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 : 8.85 vs. BIRKX (-7.17). VFIAX return over 5 years is better than : 127.96 vs. BIRKX (95.36).
| 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 | 9 years | 24 years | - |
| Gain YTD | -3.862 | -3.588 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 1.4T | 0% |
| Annual Yield % from dividends | 0.87 | 1.35 | 65% |
| Returns for 1 year | -7.17 | 8.85 | -81% |
| Returns for 3 years | 8.71 | 23.83 | 37% |
| Returns for 5 years | 95.36 | 127.96 | 75% |
| Returns for 10 years | N/A | 173.02 | - |
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