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BRGKX vs VTSMX
BRGKX vs VTSMX Comparison
Open Charts BRGKX vs VTSMX
iShares Russell 1000 Large-Cap Idx K
Price$40.82
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets1.77B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
BRGKX vs VTSMX Comparison Chart in %
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BRGKX vs. VTSMX commentary
Aug 16, 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: 1.91T vs. BRGKX (1.77B). BRGKX pays higher dividends than VTSMX: BRGKX (1.18) vs VTSMX (1.09). 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 annual gain was more profitable for investors over the last year : 17.40 vs. VTSMX (16.52). BRGKX return over 5 years is better than : 98.93 vs. VTSMX (86.32).
| 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 | 9.861 | 9.557 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 1.91T | 0% |
| Annual Yield % from dividends | 1.18 | 1.09 | 108% |
| Returns for 1 year | 17.40 | 16.52 | 105% |
| Returns for 3 years | 54.38 | 47.19 | 115% |
| Returns for 5 years | 98.93 | 86.32 | 115% |
| Returns for 10 years | 216.33 | 203.34 | 106% |
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