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BRGNX vs VTSMX
BRGNX vs VTSMX Comparison
Open Charts BRGNX vs VTSMX
iShares Russell 1000 Large-Cap Idx Instl
Price$33.62
Change-$1.22 (-3.50%)
VolumeN/A
Net Assets1.47B
Vanguard Total Stock Mkt Idx I
Price$125.25
Change-$4.60 (-3.54%)
VolumeN/A
Net Assets1.7T
BRGNX vs VTSMX Comparison Chart
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BRGNX vs. VTSMX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. BRGNX (1.47B). VTSMX (1.25) and BRGNX (1.21) 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 (0.13). 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 : 6.42 vs. VTSMX (4.72). BRGNX return over 5 years is better than : 105.97 vs. VTSMX (92.15).
| BRGNX | VTSMX | BRGNX / VTSMX | |
| Total Expense Ratio | 0.13 | 0.14 | 93% |
| Annual Report Gross Expense Ratio | 0.13 | 0.14 | 93% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | -7.187 | -7.881 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 1.7T | 0% |
| Annual Yield % from dividends | 1.21 | 1.25 | 97% |
| Returns for 1 year | 6.42 | 4.72 | 136% |
| Returns for 3 years | 27.17 | 20.95 | 130% |
| Returns for 5 years | 105.97 | 92.15 | 115% |
| Returns for 10 years | 166.84 | 154.63 | 108% |
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