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BRGKX vs VTSMX
BRGKX vs VTSMX Comparison
Open Charts BRGKX vs VTSMX
iShares Russell 1000 Large-Cap Idx K
Price$33.56
Change-$0.73 (-2.13%)
VolumeN/A
Net Assets1.45B
Vanguard Total Stock Mkt Idx I
Price$125.66
Change-$2.69 (-2.10%)
VolumeN/A
Net Assets1.7T
BRGKX vs VTSMX Comparison Chart
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BRGKX vs. VTSMX commentary
Apr 17, 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: 1.7T vs. BRGKX (1.45B). BRGKX (1.28) and VTSMX (1.25) 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 (0.07). 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 : 7.69 vs. VTSMX (5.93). BRGKX return over 5 years is better than : 98.16 vs. VTSMX (84.81).
| BRGKX | VTSMX | BRGKX / VTSMX | |
| Total Expense Ratio | 0.07 | 0.14 | 50% |
| Annual Report Gross Expense Ratio | 0.07 | 0.14 | 50% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | -8.223 | -8.945 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.45B | 1.7T | 0% |
| Annual Yield % from dividends | 1.28 | 1.25 | 102% |
| Returns for 1 year | 7.69 | 5.93 | 130% |
| Returns for 3 years | 26.36 | 19.82 | 133% |
| Returns for 5 years | 98.16 | 84.81 | 116% |
| Returns for 10 years | 166.19 | 153.17 | 109% |
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