BRKBX
Price
$22.47
Change
+$0.18 (+0.81%)
Updated
Jun 29 closing price
Net Assets
205.3M
VEMRX
Price
$124.02
Change
+$1.52 (+1.24%)
Updated
Jun 29 closing price
Net Assets
162.82B
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BRKBX vs VEMRX

BRKBX vs VEMRX Comparison Chart in %
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BRKBX vs. VEMRX commentary
Jun 30, 2026

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 BRKBX is a Hold and VEMRX is a Hold.

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FUNDAMENTALS
Fundamentals
VEMRX has more cash in the bank: 163B vs. BRKBX (205M). VEMRX pays higher dividends than BRKBX: VEMRX (2.43) vs BRKBX (1.06). BRKBX was incepted earlier than VEMRX: BRKBX (11 years) vs VEMRX (16 years). BRKBX (2.32) is less costly to investors than VEMRX (0.05). BRKBX is a more actively managed with annual turnover of: 57.00 vs. VEMRX (6.00). BRKBX has a lower initial minimum investment than VEMRX: BRKBX (1000) vs VEMRX (100000000). BRKBX annual gain was more profitable for investors over the last year : 43.48 vs. VEMRX (19.93). BRKBX return over 5 years is better than : 45.02 vs. VEMRX (19.21).
BRKBXVEMRXBRKBX / VEMRX
Total Expense Ratio1.990.053,980%
Annual Report Gross Expense Ratio2.320.054,640%
Fund Existence11 years16 years-
Gain YTD25.0848.656290%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets205M163B0%
Annual Yield % from dividends1.062.4344%
Returns for 1 year43.4819.93218%
Returns for 3 years89.9052.99170%
Returns for 5 years45.0219.21234%
Returns for 10 years129.3896.17135%
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