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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$23.81
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets981.55M
Vanguard Total Stock Mkt Idx Instl Pls
Price$302.48
Change+$1.14 (+0.38%)
VolumeN/A
Net Assets2.02T
BIRKX vs VSMPX Comparison Chart in %
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BIRKX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.02T vs. BIRKX (982M). VSMPX pays higher dividends than BIRKX: VSMPX (1.15) vs BIRKX (0.79). BIRKX was incepted earlier than VSMPX: BIRKX (10 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: 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 : 16.80 vs. BIRKX (9.43). VSMPX return over 5 years is better than : 90.05 vs. BIRKX (59.66).
| 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 | 10 years | 10 years | - |
| Gain YTD | 12.605 | 13.971 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 2.02T | 0% |
| Annual Yield % from dividends | 0.79 | 1.15 | 69% |
| Returns for 1 year | 9.43 | 16.80 | 56% |
| Returns for 3 years | 59.13 | 81.47 | 73% |
| Returns for 5 years | 59.66 | 90.05 | 66% |
| Returns for 10 years | N/A | 220.07 | - |
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