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BIRKX vs VSMPX
BIRKX vs VSMPX Comparison
Open Charts BIRKX vs VSMPX
BlackRock Sustainable Adg Lg Cp Cr K
Price$22.29
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets905.42M
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
BIRKX vs VSMPX Comparison Chart in %
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BIRKX vs. VSMPX commentary
Aug 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 VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. BIRKX (905M). VSMPX pays higher dividends than BIRKX: VSMPX (1.20) vs BIRKX (0.84). BIRKX was incepted earlier than VSMPX: BIRKX (9 years) vs VSMPX (10 years). BIRKX (0.50) is less costly to investors than VSMPX (0.02). BIRKX is a more actively managed with annual turnover of: 108.00 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 : 21.79 vs. BIRKX (13.91). VSMPX return over 5 years is better than : 83.98 vs. BIRKX (53.60).
| BIRKX | VSMPX | BIRKX / VSMPX | |
| Total Expense Ratio | 0.43 | 0.02 | 2,150% |
| Annual Report Gross Expense Ratio | 0.50 | 0.02 | 2,500% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 5.417 | 7.466 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 1.91T | 0% |
| Annual Yield % from dividends | 0.84 | 1.20 | 70% |
| Returns for 1 year | 13.91 | 21.79 | 64% |
| Returns for 3 years | 31.44 | 50.22 | 63% |
| Returns for 5 years | 53.60 | 83.98 | 64% |
| Returns for 10 years | N/A | 188.00 | - |
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