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BRGKX vs VTSMX
BRGKX vs VTSMX Comparison
Open Charts BRGKX vs VTSMX
iShares Russell 1000 Large-Cap Idx K
Price$38.65
Change-$0.01 (-0.03%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$145.92
Change-$0.06 (-0.04%)
VolumeN/A
CapitalizationN/A
BRGKX vs VTSMX Comparison Chart
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BRGKX vs. VTSMX commentary
Dec 14, 2024
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 (1.61B). 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 (29.54) and VTSMX (28.17) have marching annual gain over last year. BRGKX return over 5 years is better than : 101.80 vs. VTSMX (86.68).
| 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 | 28.141 | 26.491 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.61B | 1.84T | 0% |
| Annual Yield % from dividends | 1.28 | 1.26 | 101% |
| Returns for 1 year | 29.54 | 28.17 | 105% |
| Returns for 3 years | 34.54 | 26.80 | 129% |
| Returns for 5 years | 101.80 | 86.68 | 117% |
| Returns for 10 years | 213.96 | 204.60 | 105% |