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BRGNX vs VTSMX
BRGNX vs VTSMX Comparison
Open Charts BRGNX vs VTSMX
iShares Russell 1000 Large-Cap Idx Instl
Price$41.33
Change-$0.10 (-0.24%)
VolumeN/A
Net Assets1.77B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
BRGNX vs VTSMX Comparison Chart in %
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BRGNX vs. VTSMX commentary
Sep 09, 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 Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. BRGNX (1.77B). BRGNX (1.10) and VTSMX (1.07) have matching dividends . BRGNX was incepted earlier than VTSMX: BRGNX (14 years) vs VTSMX (33 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 (18.74) and VTSMX (18.03) have marching annual gain over last year. BRGNX return over 5 years is better than : 96.27 vs. VTSMX (84.94).
| BRGNX | VTSMX | BRGNX / VTSMX | |
| Total Expense Ratio | 0.12 | 0.14 | 86% |
| Annual Report Gross Expense Ratio | 0.12 | 0.14 | 86% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 10.427 | 10.330 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.77B | 1.95T | 0% |
| Annual Yield % from dividends | 1.10 | 1.07 | 103% |
| Returns for 1 year | 18.74 | 18.03 | 104% |
| Returns for 3 years | 70.85 | 63.63 | 111% |
| Returns for 5 years | 96.27 | 84.94 | 113% |
| Returns for 10 years | 236.78 | 224.15 | 106% |
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