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BRKIX vs VEMAX
BRKIX vs VEMAX Comparison
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BRKIX vs VEMAX Comparison Chart in %
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BRKIX vs. VEMAX commentary
Aug 26, 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 BRKIX is a Hold and VEMAX is a Hold.
FUNDAMENTALS
Fundamentals
VEMAX has more cash in the bank: 162B vs. BRKIX (221M). VEMAX pays higher dividends than BRKIX: VEMAX (2.32) vs BRKIX (1.81). BRKIX was incepted earlier than VEMAX: BRKIX (11 years) vs VEMAX (20 years). BRKIX (1.32) is less costly to investors than VEMAX (0.13). BRKIX is a more actively managed with annual turnover of: 57.00 vs. VEMAX (6.00). BRKIX has a lower initial minimum investment than VEMAX: BRKIX (0) vs VEMAX (3000). BRKIX annual gain was more profitable for investors over the last year : 38.81 vs. VEMAX (16.83). BRKIX return over 5 years is better than : 61.42 vs. VEMAX (30.52).
| BRKIX | VEMAX | BRKIX / VEMAX | |
| Total Expense Ratio | 0.99 | 0.13 | 762% |
| Annual Report Gross Expense Ratio | 1.32 | 0.13 | 1,015% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | 26.418 | 11.327 | 233% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221M | 162B | 0% |
| Annual Yield % from dividends | 1.81 | 2.32 | 78% |
| Returns for 1 year | 38.81 | 16.83 | 231% |
| Returns for 3 years | 100.96 | 57.87 | 174% |
| Returns for 5 years | 61.42 | 30.52 | 201% |
| Returns for 10 years | 135.09 | 88.35 | 153% |
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