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BIRKX vs VFINX
BIRKX vs VFINX Comparison
Open Charts BIRKX vs VFINX
BlackRock Sustainable Adg Lg Cp Cr K
Price$21.44
Change+$0.23 (+1.08%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$548.83
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
BIRKX vs VFINX Comparison Chart
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BIRKX vs. VFINX commentary
Dec 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. BIRKX (893M). 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 : 25.40 vs. BIRKX (7.82). VFINX return over 5 years is better than : 84.83 vs. BIRKX (56.55).
| 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 | 7.233 | 24.763 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 1.37T | 0% |
| Annual Yield % from dividends | 0.96 | 1.24 | 77% |
| Returns for 1 year | 7.82 | 25.40 | 31% |
| Returns for 3 years | 11.16 | 28.04 | 40% |
| Returns for 5 years | 56.55 | 84.83 | 67% |
| Returns for 10 years | N/A | 186.19 | - |
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