Interact to see
Advertisement
Advertisement
BIRKX vs VFIAX
BIRKX vs VFIAX Comparison
Open Charts BIRKX vs VFIAX
BlackRock Sustainable Adg Lg Cp Cr K
Price$23.41
Change+$0.12 (+0.52%)
VolumeN/A
Net Assets944.83M
Vanguard 500 Index Admiral
Price$612.09
Change+$3.01 (+0.49%)
VolumeN/A
Net Assets1.37T
BIRKX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIRKX vs. VFIAX commentary
Sep 16, 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: 1.37T vs. BIRKX (945M). VFIAX pays higher dividends than BIRKX: VFIAX (1.16) vs BIRKX (0.82). BIRKX was incepted earlier than VFIAX: BIRKX (9 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 : 17.08 vs. BIRKX (10.10). VFIAX return over 5 years is better than : 94.48 vs. BIRKX (61.87).
| 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 | 25 years | - |
| Gain YTD | 10.146 | 12.244 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 945M | 1.37T | 0% |
| Annual Yield % from dividends | 0.82 | 1.16 | 71% |
| Returns for 1 year | 10.10 | 17.08 | 59% |
| Returns for 3 years | 44.52 | 69.96 | 64% |
| Returns for 5 years | 61.87 | 94.48 | 65% |
| Returns for 10 years | N/A | 237.83 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement