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BRGKX vs VTSAX
BRGKX vs VTSAX Comparison
Open Charts BRGKX vs VTSAX
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 Adm
Price$135.40
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
BRGKX vs VTSAX Comparison Chart
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BRGKX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. BRGKX (1.53B). VTSAX pays higher dividends than BRGKX: VTSAX (1.36) vs BRGKX (1.28). BRGKX was incepted earlier than VTSAX: BRGKX (14 years) vs VTSAX (25 years). BRGKX (0.07) is less costly to investors than VTSAX (0.04). BRGKX is a more actively managed with annual turnover of: 13.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than BRGKX: VTSAX (3000) vs BRGKX (5000000). BRGKX annual gain was more profitable for investors over the last year : 9.17 vs. VTSAX (7.85). BRGKX return over 5 years is better than : 101.13 vs. VTSAX (87.93).
| BRGKX | VTSAX | BRGKX / VTSAX | |
| 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 | -4.657 | 93% |
| 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 | 1.72T | 0% |
| Annual Yield % from dividends | 1.28 | 1.36 | 94% |
| Returns for 1 year | 9.17 | 7.85 | 117% |
| Returns for 3 years | 40.90 | 39.39 | 104% |
| Returns for 5 years | 101.13 | 87.93 | 115% |
| Returns for 10 years | 173.24 | 163.37 | 106% |
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