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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$40.71
Change-$0.09 (-0.22%)
VolumeN/A
Net Assets1.76B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
BRGAX vs VTSMX Comparison Chart in %
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BRGAX vs. VTSMX commentary
Aug 17, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. BRGAX (1.76B). VTSMX pays higher dividends than BRGAX: VTSMX (1.09) vs BRGAX (0.91). BRGAX was incepted earlier than VTSMX: BRGAX (14 years) vs VTSMX (33 years). BRGAX (0.36) is less costly to investors than VTSMX (0.14). BRGAX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). BRGAX has a lower initial minimum investment than VTSMX: BRGAX (1000) vs VTSMX (3000). BRGAX (16.79) and VTSMX (16.21) have marching annual gain over last year. BRGAX return over 5 years is better than : 95.48 vs. VTSMX (85.82).
| BRGAX | VTSMX | BRGAX / VTSMX | |
| Total Expense Ratio | 0.36 | 0.14 | 257% |
| Annual Report Gross Expense Ratio | 0.36 | 0.14 | 257% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 9.400 | 9.266 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.76B | 1.91T | 0% |
| Annual Yield % from dividends | 0.91 | 1.09 | 83% |
| Returns for 1 year | 16.79 | 16.21 | 104% |
| Returns for 3 years | 52.59 | 46.80 | 112% |
| Returns for 5 years | 95.48 | 85.82 | 111% |
| Returns for 10 years | 207.22 | 202.54 | 102% |
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