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BRGNX vs VSMPX
BRGNX vs VSMPX Comparison
Open Charts BRGNX vs VSMPX
iShares Russell 1000 Large-Cap Idx Instl
Price$37.44
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.59B
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.91
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
BRGNX vs VSMPX Comparison Chart
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BRGNX vs. VSMPX commentary
May 23, 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 BRGNX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. BRGNX (1.59B). VSMPX pays higher dividends than BRGNX: VSMPX (1.37) vs BRGNX (1.22). BRGNX was incepted earlier than VSMPX: BRGNX (14 years) vs VSMPX (10 years). BRGNX (0.12) is less costly to investors than VSMPX (0.02). BRGNX is a more actively managed with annual turnover of: 13.00 vs. VSMPX (2.00). BRGNX has a lower initial minimum investment than VSMPX: BRGNX (2000000) vs VSMPX (100000000). BRGNX (11.30) and VSMPX (11.10) have marching annual gain over last year. BRGNX return over 5 years is better than : 107.01 vs. VSMPX (96.40).
| BRGNX | VSMPX | BRGNX / VSMPX | |
| Total Expense Ratio | 0.12 | 0.02 | 600% |
| Annual Report Gross Expense Ratio | 0.12 | 0.02 | 600% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -0.234 | 0.781 | -30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 1.72T | 0% |
| Annual Yield % from dividends | 1.22 | 1.37 | 89% |
| Returns for 1 year | 11.30 | 11.10 | 102% |
| Returns for 3 years | 52.09 | 49.92 | 104% |
| Returns for 5 years | 107.01 | 96.40 | 111% |
| Returns for 10 years | 182.15 | 166.44 | 109% |