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BRGNX vs VTSMX
BRGNX vs VTSMX Comparison
Open Charts BRGNX vs VTSMX
iShares Russell 1000 Large-Cap Idx Instl
Price$42.31
Change+$0.21 (+0.50%)
VolumeN/A
Net Assets1.8B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
BRGNX vs VTSMX Comparison Chart in %
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BRGNX vs. VTSMX commentary
Oct 19, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. BRGNX (1.8B). BRGNX (1.08) and VTSMX (1.04) have matching dividends . BRGNX was incepted earlier than VTSMX: BRGNX (15 years) vs VTSMX (34 years). VTSMX (0.14) is less costly to investors than BRGNX (0.12). BRGNX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BRGNX: VTSMX (3000) vs BRGNX (2000000). BRGNX (14.44) and VTSMX (13.79) have marching annual gain over last year. BRGNX return over 5 years is better than : 96.36 vs. VTSMX (84.86).
| BRGNX | VTSMX | BRGNX / VTSMX | |
| Total Expense Ratio | 0.12 | 0.14 | 86% |
| Annual Report Gross Expense Ratio | 0.12 | 0.14 | 86% |
| Fund Existence | 15 years | 34 years | - |
| Gain YTD | 13.360 | 13.012 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 2.02T | 0% |
| Annual Yield % from dividends | 1.08 | 1.04 | 104% |
| Returns for 1 year | 14.44 | 13.79 | 105% |
| Returns for 3 years | 83.73 | 76.02 | 110% |
| Returns for 5 years | 96.36 | 84.86 | 114% |
| Returns for 10 years | 237.41 | 225.10 | 105% |
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