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BRGKX vs VTSMX
BRGKX vs VTSMX Comparison
Open Charts BRGKX vs VTSMX
iShares Russell 1000 Large-Cap Idx K
Price$39.75
Change+$0.34 (+0.86%)
VolumeN/A
Net Assets1.71B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
BRGKX vs VTSMX Comparison Chart in %
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BRGKX vs. VTSMX commentary
Jul 06, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BRGKX (1.71B). BRGKX pays higher dividends than VTSMX: BRGKX (1.20) vs VTSMX (1.12). BRGKX was incepted earlier than VTSMX: BRGKX (14 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than BRGKX (0.06). BRGKX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BRGKX: VTSMX (3000) vs BRGKX (5000000). BRGKX (14.59) and VTSMX (13.89) have marching annual gain over last year. BRGKX return over 5 years is better than : 108.66 vs. VTSMX (95.59).
| BRGKX | VTSMX | BRGKX / VTSMX | |
| Total Expense Ratio | 0.06 | 0.14 | 43% |
| Annual Report Gross Expense Ratio | 0.06 | 0.14 | 43% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 6.720 | 6.421 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 1.82T | 0% |
| Annual Yield % from dividends | 1.20 | 1.12 | 108% |
| Returns for 1 year | 14.59 | 13.89 | 105% |
| Returns for 3 years | 69.10 | 62.08 | 111% |
| Returns for 5 years | 108.66 | 95.59 | 114% |
| Returns for 10 years | 212.07 | 198.05 | 107% |
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