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BIRKX vs VFINX
BIRKX vs VFINX Comparison
Open Charts BIRKX vs VFINX
BlackRock Sustainable Adg Lg Cp Cr K
Price$19.37
Change-$1.04 (-5.10%)
VolumeN/A
Net Assets895.85M
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
BIRKX vs VFINX Comparison Chart
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BIRKX vs. VFINX commentary
Apr 04, 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: 1.4T vs. BIRKX (896M). VFINX pays higher dividends than BIRKX: VFINX (1.24) vs BIRKX (0.87). BIRKX was incepted earlier than VFINX: BIRKX (9 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: 108.00 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 : 8.85 vs. BIRKX (-7.17). VFINX return over 5 years is better than : 127.97 vs. BIRKX (95.36).
| BIRKX | VFINX | BIRKX / VFINX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.50 | 0.14 | 357% |
| Fund Existence | 9 years | 49 years | - |
| Gain YTD | -3.862 | -3.587 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 896M | 1.4T | 0% |
| Annual Yield % from dividends | 0.87 | 1.24 | 70% |
| Returns for 1 year | -7.17 | 8.85 | -81% |
| Returns for 3 years | 8.71 | 23.83 | 37% |
| Returns for 5 years | 95.36 | 127.97 | 75% |
| Returns for 10 years | N/A | 173.04 | - |
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