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BIRKX vs VFINX
BIRKX vs VFINX Comparison
Open Charts BIRKX vs VFINX
BlackRock Sustainable Adg Lg Cp Cr K
Price$21.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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BIRKX vs VFINX Comparison Chart
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BIRKX vs. VFINX commentary
Sep 21, 2024
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 StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. BIRKX (879M). VFINX pays higher dividends than BIRKX: VFINX (1.24) vs BIRKX (0.96). BIRKX was incepted earlier than VFINX: BIRKX (8 years) vs VFINX (48 years). BIRKX is a more actively managed with annual turnover of: 120.00 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 : 26.44 vs. BIRKX (16.10). VFINX return over 5 years is better than : 87.66 vs. BIRKX (66.76).
| BIRKX | VFINX | BIRKX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 48 years | - |
| Gain YTD | 6.924 | 18.164 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 879M | 1.24T | 0% |
| Annual Yield % from dividends | 0.96 | 1.24 | 77% |
| Returns for 1 year | 16.10 | 26.44 | 61% |
| Returns for 3 years | 14.00 | 26.77 | 52% |
| Returns for 5 years | 66.76 | 87.66 | 76% |
| Returns for 10 years | N/A | 182.14 | - |