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BRGAX vs VTSMX
BRGAX vs VTSMX Comparison
Open Charts BRGAX vs VTSMX
iShares Russell 1000 Large-Cap Idx Inv A
Price$38.25
Change+$0.37 (+0.98%)
VolumeN/A
Net Assets1.58B
Vanguard Total Stock Mkt Idx I
Price$144.16
Change+$1.34 (+0.94%)
VolumeN/A
Net Assets1.78T
BRGAX vs VTSMX Comparison Chart
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BRGAX vs. VTSMX commentary
Jan 19, 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 BRGAX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. BRGAX (1.58B). VTSMX pays higher dividends than BRGAX: VTSMX (1.26) vs BRGAX (1.04). BRGAX was incepted earlier than VTSMX: BRGAX (14 years) vs VTSMX (33 years). BRGAX is a more actively managed with annual turnover of: 13.00 vs. VTSMX (2.00). BRGAX has a lower initial minimum investment than VTSMX: BRGAX (1000) vs VTSMX (3000). BRGAX annual gain was more profitable for investors over the last year : 26.64 vs. VTSMX (25.24). BRGAX return over 5 years is better than : 87.20 vs. VTSMX (76.07).
| BRGAX | VTSMX | BRGAX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 2.300 | 2.241 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 1.78T | 0% |
| Annual Yield % from dividends | 1.04 | 1.26 | 83% |
| Returns for 1 year | 26.64 | 25.24 | 106% |
| Returns for 3 years | 34.29 | 28.94 | 118% |
| Returns for 5 years | 87.20 | 76.07 | 115% |
| Returns for 10 years | 199.65 | 194.99 | 102% |
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