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BRGNX vs VTSMX
BRGNX vs VTSMX Comparison
Open Charts BRGNX vs VTSMX
iShares Russell 1000 Large-Cap Idx Instl
Price$39.03
Change+$0.23 (+0.59%)
VolumeN/A
Net Assets1.58B
Vanguard Total Stock Mkt Idx I
Price$146.10
Change+$0.89 (+0.61%)
VolumeN/A
Net Assets1.78T
BRGNX vs VTSMX Comparison Chart
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BRGNX vs. VTSMX commentary
Feb 01, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.78T vs. BRGNX (1.58B). VTSMX (1.26) and BRGNX (1.23) have matching dividends . BRGNX was incepted earlier than VTSMX: BRGNX (14 years) vs VTSMX (33 years). BRGNX is a more actively managed with annual turnover of: 13.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BRGNX: VTSMX (3000) vs BRGNX (2000000). BRGNX annual gain was more profitable for investors over the last year : 26.17 vs. VTSMX (24.48). BRGNX return over 5 years is better than : 96.90 vs. VTSMX (83.05).
| BRGNX | VTSMX | BRGNX / 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 | 3.054 | 2.986 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.58B | 1.78T | 0% |
| Annual Yield % from dividends | 1.23 | 1.26 | 97% |
| Returns for 1 year | 26.17 | 24.48 | 107% |
| Returns for 3 years | 38.11 | 31.83 | 120% |
| Returns for 5 years | 96.90 | 83.05 | 117% |
| Returns for 10 years | 208.29 | 196.61 | 106% |
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