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BIRKX vs VSMPX
BIRKX vs VSMPX Comparison
Open Charts BIRKX vs VSMPX
BlackRock Sustainable Adg Lg Cp Cr K
Price$23.41
Change+$0.12 (+0.52%)
VolumeN/A
Net Assets944.83M
Vanguard Total Stock Mkt Idx Instl Pls
Price$297.56
Change+$1.38 (+0.47%)
VolumeN/A
Net Assets1.95T
BIRKX vs VSMPX Comparison Chart in %
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BIRKX vs. VSMPX commentary
Sep 16, 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: 1.95T vs. BIRKX (945M). VSMPX pays higher dividends than BIRKX: VSMPX (1.17) vs BIRKX (0.82). 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: 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 : 17.12 vs. BIRKX (10.10). VSMPX return over 5 years is better than : 89.15 vs. BIRKX (61.87).
| 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 | 10.146 | 11.996 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 945M | 1.95T | 0% |
| Annual Yield % from dividends | 0.82 | 1.17 | 70% |
| Returns for 1 year | 10.10 | 17.12 | 59% |
| Returns for 3 years | 44.52 | 67.14 | 66% |
| Returns for 5 years | 61.87 | 89.15 | 69% |
| Returns for 10 years | N/A | 220.51 | - |
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