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BIRKX vs VFINX
BIRKX vs VFINX Comparison
Open Charts BIRKX vs VFINX
BlackRock Sustainable Adg Lg Cp Cr K
Price$22.73
Change+$0.13 (+0.58%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$549.92
Change+$3.00 (+0.55%)
VolumeN/A
CapitalizationN/A
BIRKX vs VFINX Comparison Chart
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BIRKX vs. VFINX commentary
Nov 22, 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 Buy and VFINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. BIRKX (915M). VFINX pays higher dividends than BIRKX: VFINX (1.24) vs BIRKX (0.96). BIRKX was incepted earlier than VFINX: BIRKX (9 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 : 30.57 vs. BIRKX (19.22). VFINX return over 5 years is better than : 91.24 vs. BIRKX (69.35).
| BIRKX | VFINX | BIRKX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 48 years | - |
| Gain YTD | 13.146 | 25.011 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 1.28T | 0% |
| Annual Yield % from dividends | 0.96 | 1.24 | 77% |
| Returns for 1 year | 19.22 | 30.57 | 63% |
| Returns for 3 years | 13.79 | 27.07 | 51% |
| Returns for 5 years | 69.35 | 91.24 | 76% |
| Returns for 10 years | N/A | 189.02 | - |
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