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BRGNX vs VTSMX
BRGNX vs VTSMX Comparison
Open Charts BRGNX vs VTSMX
iShares Russell 1000 Large-Cap Idx Instl
Price$39.93
Change+$0.34 (+0.86%)
VolumeN/A
Net Assets1.71B
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
BRGNX vs VTSMX Comparison Chart in %
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BRGNX vs. VTSMX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BRGNX (1.71B). BRGNX (1.15) and VTSMX (1.12) 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 (14.52) and VTSMX (13.89) have marching annual gain over last year. BRGNX return over 5 years is better than : 108.19 vs. VTSMX (95.59).
| 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 | 6.687 | 6.421 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.71B | 1.82T | 0% |
| Annual Yield % from dividends | 1.15 | 1.12 | 103% |
| Returns for 1 year | 14.52 | 13.89 | 105% |
| Returns for 3 years | 68.81 | 62.08 | 111% |
| Returns for 5 years | 108.19 | 95.59 | 113% |
| Returns for 10 years | 210.90 | 198.05 | 106% |