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BIRKX vs VTSMX
BIRKX vs VTSMX Comparison
Open Charts BIRKX vs VTSMX
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 I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
BIRKX vs VTSMX Comparison Chart in %
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BIRKX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. BIRKX (905M). VTSMX pays higher dividends than BIRKX: VTSMX (1.09) vs BIRKX (0.84). BIRKX was incepted earlier than VTSMX: BIRKX (9 years) vs VTSMX (33 years). BIRKX (0.50) is less costly to investors than VTSMX (0.14). BIRKX is a more actively managed with annual turnover of: 108.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BIRKX: VTSMX (3000) vs BIRKX (5000000). VTSMX annual gain was more profitable for investors over the last year : 21.77 vs. BIRKX (13.91). VTSMX return over 5 years is better than : 83.91 vs. BIRKX (53.60).
| BIRKX | VTSMX | BIRKX / VTSMX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.50 | 0.14 | 357% |
| Fund Existence | 9 years | 33 years | - |
| Gain YTD | 5.417 | 7.450 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 1.91T | 0% |
| Annual Yield % from dividends | 0.84 | 1.09 | 77% |
| Returns for 1 year | 13.91 | 21.77 | 64% |
| Returns for 3 years | 31.44 | 50.15 | 63% |
| Returns for 5 years | 53.60 | 83.91 | 64% |
| Returns for 10 years | N/A | 196.78 | - |
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