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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$23.81
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets981.55M
Vanguard 500 Index Investor
Price$619.94
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
BIRKX vs VFINX Comparison Chart in %
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BIRKX vs. VFINX commentary
Oct 08, 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: 1.41T vs. BIRKX (982M). VFINX pays higher dividends than BIRKX: VFINX (1.05) vs BIRKX (0.79). BIRKX was incepted earlier than VFINX: BIRKX (10 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: 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 : 18.40 vs. BIRKX (9.43). VFINX return over 5 years is better than : 95.79 vs. BIRKX (59.66).
| BIRKX | VFINX | BIRKX / VFINX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.50 | 0.14 | 357% |
| Fund Existence | 10 years | 49 years | - |
| Gain YTD | 12.605 | 14.677 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 1.41T | 0% |
| Annual Yield % from dividends | 0.79 | 1.05 | 76% |
| Returns for 1 year | 9.43 | 18.40 | 51% |
| Returns for 3 years | 59.13 | 85.42 | 69% |
| Returns for 5 years | 59.66 | 95.79 | 62% |
| Returns for 10 years | N/A | 235.08 | - |
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