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BIRKX vs VFINX
BIRKX vs VFINX Comparison
Open Charts BIRKX vs VFINX
BlackRock Sust Awr Advtg Lg Cp Cr K
Price$23.59
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets970.03M
Vanguard 500 Index Investor
Price$613.93
Change+$2.32 (+0.38%)
VolumeN/A
Net Assets1.46T
BIRKX vs VFINX Comparison Chart in %
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BIRKX vs. VFINX commentary
Nov 20, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. BIRKX (970M). VFINX pays higher dividends than BIRKX: VFINX (1.02) vs BIRKX (0.77). BIRKX was incepted earlier than VFINX: BIRKX (10 years) vs VFINX (49 years). BIRKX (0.51) is less costly to investors than VFINX (0.14). BIRKX is a more actively managed with annual turnover of: 129.00 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 : 11.88 vs. BIRKX (5.30). VFINX return over 5 years is better than : 86.13 vs. BIRKX (50.49).
| BIRKX | VFINX | BIRKX / VFINX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.51 | 0.14 | 364% |
| Fund Existence | 10 years | 49 years | - |
| Gain YTD | 11.565 | 12.705 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 970M | 1.46T | 0% |
| Annual Yield % from dividends | 0.77 | 1.02 | 75% |
| Returns for 1 year | 5.30 | 11.88 | 45% |
| Returns for 3 years | 44.13 | 66.96 | 66% |
| Returns for 5 years | 50.49 | 86.13 | 59% |
| Returns for 10 years | N/A | 216.80 | - |
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