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BRGKX vs VTSMX
BRGKX vs VTSMX Comparison
Open Charts BRGKX vs VTSMX
iShares Russell 1000 Large-Cap Idx K
Price$41.15
Change-$0.09 (-0.22%)
VolumeN/A
Net Assets1.77B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
BRGKX vs VTSMX Comparison Chart in %
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BRGKX vs. VTSMX commentary
Sep 07, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. BRGKX (1.77B). BRGKX pays higher dividends than VTSMX: BRGKX (1.15) vs VTSMX (1.07). 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 (18.80) and VTSMX (18.03) have marching annual gain over last year. BRGKX return over 5 years is better than : 96.75 vs. VTSMX (84.94).
| 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 | 10.479 | 10.330 | 101% |
| 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 | 1.95T | 0% |
| Annual Yield % from dividends | 1.15 | 1.07 | 108% |
| Returns for 1 year | 18.80 | 18.03 | 104% |
| Returns for 3 years | 71.15 | 63.63 | 112% |
| Returns for 5 years | 96.75 | 84.94 | 114% |
| Returns for 10 years | 238.15 | 224.15 | 106% |
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