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BIRKX vs VTSAX
BIRKX vs VTSAX Comparison
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BIRKX vs VTSAX Comparison Chart in %
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BIRKX vs. VTSAX commentary
Jul 14, 2026
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 StrongBuy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.3T vs. BIRKX (1.23B). VTSAX pays higher dividends than BIRKX: VTSAX (1.04) vs BIRKX (0.68). BIRKX was incepted earlier than VTSAX: BIRKX (10 years) vs VTSAX (26 years). BIRKX (0.51) is less costly to investors than VTSAX (0.04). BIRKX is a more actively managed with annual turnover of: 129.00 vs. VTSAX (3.00). VTSAX has a lower initial minimum investment than BIRKX: VTSAX (3000) vs BIRKX (5000000). VTSAX annual gain was more profitable for investors over the last year : 21.47 vs. BIRKX (19.17). VTSAX return over 5 years is better than : 66.46 vs. BIRKX (40.10).
| BIRKX | VTSAX | BIRKX / VTSAX | |
| Total Expense Ratio | 0.43 | 0.04 | 1,075% |
| Annual Report Gross Expense Ratio | 0.51 | 0.04 | 1,275% |
| Fund Existence | 10 years | 26 years | - |
| Gain YTD | 13.204 | 11.207 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.23B | 2.3T | 0% |
| Annual Yield % from dividends | 0.68 | 1.04 | 65% |
| Returns for 1 year | 19.17 | 21.47 | 89% |
| Returns for 3 years | 44.47 | 67.00 | 66% |
| Returns for 5 years | 40.10 | 66.46 | 60% |
| Returns for 10 years | 176.33 | 250.48 | 70% |
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