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BRGNX vs VTSMX
BRGNX vs VTSMX Comparison
Open Charts BRGNX vs VTSMX
iShares Russell 1000 Large-Cap Idx Instl
Price$37.44
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets1.59B
Vanguard Total Stock Mkt Idx I
Price$139.56
Change-$0.01 (-0.01%)
VolumeN/A
Net Assets1.72T
BRGNX vs VTSMX Comparison Chart
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BRGNX vs. VTSMX commentary
May 23, 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: 1.72T vs. BRGNX (1.59B). VTSMX (1.26) and BRGNX (1.22) 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: 13.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BRGNX: VTSMX (3000) vs BRGNX (2000000). BRGNX (11.30) and VTSMX (11.08) have marching annual gain over last year. BRGNX return over 5 years is better than : 107.01 vs. VTSMX (96.32).
| 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 | -0.234 | 0.767 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.59B | 1.72T | 0% |
| Annual Yield % from dividends | 1.22 | 1.26 | 97% |
| Returns for 1 year | 11.30 | 11.08 | 102% |
| Returns for 3 years | 52.09 | 49.86 | 104% |
| Returns for 5 years | 107.01 | 96.32 | 111% |
| Returns for 10 years | 182.15 | 174.58 | 104% |
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