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BRGKX vs VTSMX
BRGKX vs VTSMX Comparison
Open Charts BRGKX vs VTSMX
iShares Russell 1000 Large-Cap Idx K
Price$37.58
Change-$0.50 (-1.31%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$141.25
Change-$1.87 (-1.31%)
VolumeN/A
CapitalizationN/A
BRGKX vs VTSMX Comparison Chart
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BRGKX vs. VTSMX commentary
Nov 18, 2024
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 VTSMX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.73T vs. BRGKX (1.56B). BRGKX (1.28) and VTSMX (1.26) have matching dividends . BRGKX was incepted earlier than VTSMX: BRGKX (14 years) vs VTSMX (33 years). BRGKX is a more actively managed with annual turnover of: 13.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BRGKX: VTSMX (3000) vs BRGKX (5000000). BRGKX annual gain was more profitable for investors over the last year : 32.36 vs. VTSMX (30.52). BRGKX return over 5 years is better than : 97.50 vs. VTSMX (83.72).
| BRGKX | VTSMX | BRGKX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 24.158 | 22.392 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.56B | 1.73T | 0% |
| Annual Yield % from dividends | 1.28 | 1.26 | 101% |
| Returns for 1 year | 32.36 | 30.52 | 106% |
| Returns for 3 years | 26.40 | 19.91 | 133% |
| Returns for 5 years | 97.50 | 83.72 | 116% |
| Returns for 10 years | 192.74 | 186.07 | 104% |