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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
Jun 27, 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: 163B vs. BRKIX (209M). VEMAX pays higher dividends than BRKIX: VEMAX (2.39) vs BRKIX (1.75). 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 : 47.50 vs. VEMAX (21.05). BRKIX return over 5 years is better than : 52.82 vs. VEMAX (19.61).
| 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 | 27.753 | 9.577 | 290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 209M | 163B | 0% |
| Annual Yield % from dividends | 1.75 | 2.39 | 73% |
| Returns for 1 year | 47.50 | 21.05 | 226% |
| Returns for 3 years | 97.88 | 54.19 | 181% |
| Returns for 5 years | 52.82 | 19.61 | 269% |
| Returns for 10 years | 163.97 | 104.46 | 157% |
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