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BIRKX vs VSMPX
BIRKX vs VSMPX Comparison
Open Charts BIRKX vs VSMPX
BlackRock Sust Awr Advtg Lg Cp Cr K
Price$23.59
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets970.03M
Vanguard Total Stock Mkt Idx Instl Pls
Price$297.05
Change+$0.99 (+0.33%)
VolumeN/A
Net Assets2.05T
BIRKX vs VSMPX Comparison Chart in %
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BIRKX vs. VSMPX 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 VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. BIRKX (970M). VSMPX pays higher dividends than BIRKX: VSMPX (1.12) vs BIRKX (0.77). BIRKX was incepted earlier than VSMPX: BIRKX (10 years) vs VSMPX (11 years). BIRKX (0.51) is less costly to investors than VSMPX (0.02). BIRKX is a more actively managed with annual turnover of: 129.00 vs. VSMPX (2.00). BIRKX has a lower initial minimum investment than VSMPX: BIRKX (5000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.81 vs. BIRKX (5.30). VSMPX return over 5 years is better than : 77.71 vs. BIRKX (50.49).
| BIRKX | VSMPX | BIRKX / VSMPX | |
| Total Expense Ratio | 0.43 | 0.02 | 2,150% |
| Annual Report Gross Expense Ratio | 0.51 | 0.02 | 2,550% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 11.565 | 11.974 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 970M | 2.05T | 0% |
| Annual Yield % from dividends | 0.77 | 1.12 | 69% |
| Returns for 1 year | 5.30 | 10.81 | 49% |
| Returns for 3 years | 44.13 | 63.91 | 69% |
| Returns for 5 years | 50.49 | 77.71 | 65% |
| Returns for 10 years | N/A | 204.47 | - |
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