Ad is loading...
BRGNX vs VTSMX
BRGNX vs VTSMX Comparison
Open Charts BRGNX vs VTSMX
iShares Russell 1000 Large-Cap Idx Instl
Price$38.64
Change-$0.01 (-0.03%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$144.69
Change+$0.05 (+0.03%)
VolumeN/A
CapitalizationN/A
BRGNX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRGNX vs. VTSMX commentary
Dec 27, 2024
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: 1.84T vs. BRGNX (1.62B). 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 : 27.04 vs. VTSMX (24.93). BRGNX return over 5 years is better than : 95.81 vs. VTSMX (81.83).
| 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 | 27.415 | 25.398 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.62B | 1.84T | 0% |
| Annual Yield % from dividends | 1.23 | 1.26 | 97% |
| Returns for 1 year | 27.04 | 24.93 | 108% |
| Returns for 3 years | 29.12 | 22.74 | 128% |
| Returns for 5 years | 95.81 | 81.83 | 117% |
| Returns for 10 years | 193.44 | 186.62 | 104% |