BIRKX | VTSAX | BIRKX / VTSAX | |
Total Expense Ratio | 0.43 | 0.04 | 1,075% |
Annual Report Gross Expense Ratio | 0.50 | 0.04 | 1,250% |
Fund Existence | 9 years | 25 years | - |
Gain YTD | 8.018 | 9.836 | 82% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 5000000 | 3000 | 166,667% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 920M | 1.91T | 0% |
Annual Yield % from dividends | 0.84 | 1.18 | 71% |
Returns for 1 year | 7.32 | 14.89 | 49% |
Returns for 3 years | 37.51 | 56.62 | 66% |
Returns for 5 years | 50.37 | 79.74 | 63% |
Returns for 10 years | N/A | 220.82 | - |