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BIRKX vs VTSMX
BIRKX vs VTSMX Comparison
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BIRKX vs VTSMX Comparison Chart in %
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BIRKX vs. VTSMX commentary
Jun 24, 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 Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.31T vs. BIRKX (1.22B). VTSMX pays higher dividends than BIRKX: VTSMX (0.93) vs BIRKX (0.68). BIRKX was incepted earlier than VTSMX: BIRKX (10 years) vs VTSMX (34 years). BIRKX (0.51) is less costly to investors than VTSMX (0.06). BIRKX is a more actively managed with annual turnover of: 129.00 vs. VTSMX (3.00). VTSMX has a lower initial minimum investment than BIRKX: VTSMX (0) vs BIRKX (5000000). VTSMX annual gain was more profitable for investors over the last year : 26.19 vs. BIRKX (23.74). VTSMX return over 5 years is better than : 68.72 vs. BIRKX (42.77).
| BIRKX | VTSMX | BIRKX / VTSMX | |
| Total Expense Ratio | 0.43 | 0.06 | 717% |
| Annual Report Gross Expense Ratio | 0.51 | 0.06 | 850% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 12.357 | 10.391 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.22B | 2.31T | 0% |
| Annual Yield % from dividends | 0.68 | 0.93 | 73% |
| Returns for 1 year | 23.74 | 26.19 | 91% |
| Returns for 3 years | 48.21 | 72.57 | 66% |
| Returns for 5 years | 42.77 | 68.72 | 62% |
| Returns for 10 years | 191.53 | 268.89 | 71% |
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