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BRGKX vs VSMPX
BRGKX vs VSMPX Comparison
Open Charts BRGKX vs VSMPX
iShares Russell 1000 Large-Cap Idx K
Price$36.13
Change+$0.24 (+0.67%)
VolumeN/A
Net Assets1.53B
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
BRGKX vs VSMPX Comparison Chart
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BRGKX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. BRGKX (1.53B). 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 : 9.69 vs. VSMPX (7.86). BRGKX return over 5 years is better than : 101.97 vs. VSMPX (88.00).
| 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 | -3.940 | -4.649 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 1.72T | 0% |
| Annual Yield % from dividends | 1.28 | 1.37 | 93% |
| Returns for 1 year | 9.69 | 7.86 | 123% |
| Returns for 3 years | 46.46 | 39.43 | 118% |
| Returns for 5 years | 101.97 | 88.00 | 116% |
| Returns for 10 years | 175.66 | 155.00 | 113% |