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BRGNX vs VTSMX
BRGNX vs VTSMX Comparison
Open Charts BRGNX vs VTSMX
iShares Russell 1000 Large-Cap Idx Instl
Price$36.58
Change-$0.08 (-0.22%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$136.92
Change-$0.33 (-0.24%)
VolumeN/A
CapitalizationN/A
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BRGNX vs VTSMX Comparison Chart
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BRGNX vs. VTSMX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. BRGNX (1.44B). VTSMX (1.26) and BRGNX (1.23) have matching dividends . BRGNX was incepted earlier than VTSMX: BRGNX (13 years) vs VTSMX (32 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 : 33.16 vs. VTSMX (31.53). BRGNX return over 5 years is better than : 99.03 vs. VTSMX (85.64).
| BRGNX | VTSMX | BRGNX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 19.886 | 18.617 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 1.72T | 0% |
| Annual Yield % from dividends | 1.23 | 1.26 | 97% |
| Returns for 1 year | 33.16 | 31.53 | 105% |
| Returns for 3 years | 31.64 | 25.35 | 125% |
| Returns for 5 years | 99.03 | 85.64 | 116% |
| Returns for 10 years | 192.28 | 187.59 | 102% |