BIRKX
Price
$25.91
Change
+$0.24 (+0.93%)
Updated
Sep 11 closing price
Net Assets
1.23B
VFIAX
Price
$708.02
Change
+$6.07 (+0.86%)
Updated
Sep 11 closing price
Net Assets
1.76T
Interact to see
Advertisement

BIRKX vs VFIAX

BIRKX vs VFIAX Comparison Chart in %
View a ticker or compare two or three
VS
BIRKX vs. VFIAX commentary
Sep 13, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.76T vs. BIRKX (1.23B). VFIAX pays higher dividends than BIRKX: VFIAX (1.03) vs BIRKX (0.64). BIRKX was incepted earlier than VFIAX: BIRKX (10 years) vs VFIAX (26 years). BIRKX (0.51) is less costly to investors than VFIAX (0.04). BIRKX is a more actively managed with annual turnover of: 115.00 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 : 15.25 vs. BIRKX (11.98). VFIAX return over 5 years is better than : 70.39 vs. BIRKX (39.34).
BIRKXVFIAXBIRKX / VFIAX
Total Expense Ratio0.430.041,075%
Annual Report Gross Expense Ratio0.510.041,275%
Fund Existence10 years26 years-
Gain YTD9.97411.11590%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets1.23B1.76T0%
Annual Yield % from dividends0.641.0361%
Returns for 1 year11.9815.2579%
Returns for 3 years41.2970.2659%
Returns for 5 years39.3470.3956%
Returns for 10 years170.78258.3566%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
KSOCX162.62N/A
N/A
Kinetics Small Cap Opportunities Adv C
AZBCX24.97N/A
N/A
Virtus Small-Cap C
OGMIX68.11N/A
N/A
Invesco Gold & Special Minerals R6
OANEX22.84-0.03
-0.13%
Oakmark International Small Cap Instl
FNFWX108.37-0.72
-0.66%
American Funds New World 529-F-2