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BRGKX vs VTSMX
BRGKX vs VTSMX Comparison
Open Charts BRGKX vs VTSMX
iShares Russell 1000 Large-Cap Idx K
Price$38.15
Change-$0.44 (-1.14%)
VolumeN/A
Net Assets1.65B
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
BRGKX vs VTSMX Comparison Chart
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BRGKX vs. VTSMX commentary
Jun 15, 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 (1.65B). BRGKX (1.21) and VTSMX (1.18) have matching dividends . 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: 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 : 13.00 vs. VTSMX (11.36). BRGKX return over 5 years is better than : 108.12 vs. VTSMX (93.63).
| 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 | 3.286 | 2.548 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.65B | 1.82T | 0% |
| Annual Yield % from dividends | 1.21 | 1.18 | 102% |
| Returns for 1 year | 13.00 | 11.36 | 114% |
| Returns for 3 years | 67.64 | 59.46 | 114% |
| Returns for 5 years | 108.12 | 93.63 | 115% |
| Returns for 10 years | 196.59 | 182.22 | 108% |
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