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BRGKX vs VSMPX
BRGKX vs VSMPX Comparison
Open Charts BRGKX vs VSMPX
iShares Russell 1000 Large-Cap Idx K
Price$33.56
Change-$0.73 (-2.13%)
VolumeN/A
Net Assets1.45B
Vanguard Total Stock Mkt Idx Instl Pls
Price$235.79
Change-$5.06 (-2.10%)
VolumeN/A
Net Assets1.7T
BRGKX vs VSMPX Comparison Chart
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BRGKX vs. VSMPX commentary
Apr 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 BRGKX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. BRGKX (1.45B). VSMPX pays higher dividends than BRGKX: VSMPX (1.37) vs BRGKX (1.28). BRGKX was incepted earlier than VSMPX: BRGKX (14 years) vs VSMPX (10 years). BRGKX (0.07) is less costly to investors than VSMPX (0.02). BRGKX is a more actively managed with annual turnover of: 13.00 vs. VSMPX (2.00). BRGKX has a lower initial minimum investment than VSMPX: BRGKX (5000000) vs VSMPX (100000000). BRGKX annual gain was more profitable for investors over the last year : 7.69 vs. VSMPX (5.95). BRGKX return over 5 years is better than : 98.16 vs. VSMPX (84.89).
| BRGKX | VSMPX | BRGKX / VSMPX | |
| Total Expense Ratio | 0.07 | 0.02 | 350% |
| Annual Report Gross Expense Ratio | 0.07 | 0.02 | 350% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -8.223 | -8.940 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 1.7T | 0% |
| Annual Yield % from dividends | 1.28 | 1.37 | 94% |
| Returns for 1 year | 7.69 | 5.95 | 129% |
| Returns for 3 years | 26.36 | 19.88 | 133% |
| Returns for 5 years | 98.16 | 84.89 | 116% |
| Returns for 10 years | 166.19 | N/A | - |
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