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BRGKX vs VFIAX
BRGKX vs VFIAX Comparison
Open Charts BRGKX vs VFIAX
iShares Russell 1000 Large-Cap Idx K
Price$36.13
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets1.53B
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
BRGKX vs VFIAX Comparison Chart
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BRGKX vs. VFIAX commentary
May 09, 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 BRGKX is a StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. BRGKX (1.53B). VFIAX pays higher dividends than BRGKX: VFIAX (1.36) vs BRGKX (1.28). BRGKX was incepted earlier than VFIAX: BRGKX (14 years) vs VFIAX (25 years). BRGKX (0.07) is less costly to investors than VFIAX (0.04). BRGKX is a more actively managed with annual turnover of: 13.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than BRGKX: VFIAX (3000) vs BRGKX (5000000). BRGKX annual gain was more profitable for investors over the last year : 9.17 vs. VFIAX (8.60). BRGKX return over 5 years is better than : 101.13 vs. VFIAX (92.14).
| BRGKX | VFIAX | BRGKX / VFIAX | |
| Total Expense Ratio | 0.07 | 0.04 | 175% |
| Annual Report Gross Expense Ratio | 0.07 | 0.04 | 175% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | -4.342 | -4.178 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 1.34T | 0% |
| Annual Yield % from dividends | 1.28 | 1.36 | 95% |
| Returns for 1 year | 9.17 | 8.60 | 107% |
| Returns for 3 years | 40.90 | 41.15 | 99% |
| Returns for 5 years | 101.13 | 92.14 | 110% |
| Returns for 10 years | 173.24 | 167.68 | 103% |
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