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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$33.39
Change-$1.21 (-3.50%)
VolumeN/A
Net Assets1.47B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
BRGAX vs VTSMX Comparison Chart
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BRGAX vs. VTSMX commentary
Apr 11, 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 Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. BRGAX (1.47B). VTSMX pays higher dividends than BRGAX: VTSMX (1.25) vs BRGAX (0.98). BRGAX was incepted earlier than VTSMX: BRGAX (14 years) vs VTSMX (33 years). BRGAX (0.35) is less costly to investors than VTSMX (0.14). 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 : 6.15 vs. VTSMX (4.72). BRGAX return over 5 years is better than : 103.39 vs. VTSMX (92.15).
| BRGAX | VTSMX | BRGAX / VTSMX | |
| Total Expense Ratio | 0.35 | 0.14 | 250% |
| Annual Report Gross Expense Ratio | 0.35 | 0.14 | 250% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | -7.242 | -7.881 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 1.7T | 0% |
| Annual Yield % from dividends | 0.98 | 1.25 | 78% |
| Returns for 1 year | 6.15 | 4.72 | 130% |
| Returns for 3 years | 26.26 | 20.95 | 125% |
| Returns for 5 years | 103.39 | 92.15 | 112% |
| Returns for 10 years | 160.76 | 154.63 | 104% |
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