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BIRKX vs VFINX
BIRKX vs VFINX Comparison
Open Charts BIRKX vs VFINX
BlackRock Sustainable Adg Lg Cp Cr K
Price$20.44
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets846.53M
Vanguard 500 Index Investor
Price$522.78
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
BIRKX vs VFINX Comparison Chart
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BIRKX vs. VFINX commentary
May 10, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. BIRKX (847M). VFINX pays higher dividends than BIRKX: VFINX (1.25) vs BIRKX (0.87). BIRKX was incepted earlier than VFINX: BIRKX (9 years) vs VFINX (49 years). BIRKX (0.50) is less costly to investors than VFINX (0.14). BIRKX is a more actively managed with annual turnover of: 108.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than BIRKX: VFINX (0) vs BIRKX (5000000). VFINX annual gain was more profitable for investors over the last year : 8.65 vs. BIRKX (-7.19). VFINX return over 5 years is better than : 93.26 vs. BIRKX (63.00).
| BIRKX | VFINX | BIRKX / VFINX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.50 | 0.14 | 357% |
| Fund Existence | 9 years | 49 years | - |
| Gain YTD | -3.627 | -3.631 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 847M | 1.34T | 0% |
| Annual Yield % from dividends | 0.87 | 1.25 | 70% |
| Returns for 1 year | -7.19 | 8.65 | -83% |
| Returns for 3 years | 24.89 | 41.62 | 60% |
| Returns for 5 years | 63.00 | 93.26 | 68% |
| Returns for 10 years | N/A | 170.01 | - |
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