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BRGKX vs VTSMX
BRGKX vs VTSMX Comparison
Open Charts BRGKX vs VTSMX
iShares Russell 1000 Large-Cap Idx K
Price$38.36
Change-$0.72 (-1.84%)
VolumeN/A
Net Assets1.6B
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
BRGKX vs VTSMX Comparison Chart
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BRGKX vs. VTSMX commentary
Feb 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BRGKX (1.6B). 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 : 24.73 vs. VTSMX (22.86). BRGKX return over 5 years is better than : 93.41 vs. VTSMX (79.09).
| 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 | 4.803 | 4.603 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.6B | 1.84T | 0% |
| Annual Yield % from dividends | 1.28 | 1.26 | 101% |
| Returns for 1 year | 24.73 | 22.86 | 108% |
| Returns for 3 years | 45.83 | 38.57 | 119% |
| Returns for 5 years | 93.41 | 79.09 | 118% |
| Returns for 10 years | 200.49 | 187.66 | 107% |
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