BRKIX
Price
$22.89
Change
+$0.16 (+0.70%)
Updated
Aug 25 closing price
Net Assets
220.99M
VEMRX
Price
$127.04
Change
+$1.47 (+1.17%)
Updated
Aug 25 closing price
Net Assets
162.03B
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BRKIX vs VEMRX

BRKIX vs VEMRX Comparison Chart in %
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BRKIX vs. VEMRX 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 VEMRX is a Hold.

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FUNDAMENTALS
Fundamentals
VEMRX has more cash in the bank: 162B vs. BRKIX (221M). VEMRX pays higher dividends than BRKIX: VEMRX (2.37) vs BRKIX (1.81). BRKIX was incepted earlier than VEMRX: BRKIX (11 years) vs VEMRX (16 years). BRKIX (1.32) is less costly to investors than VEMRX (0.05). BRKIX is a more actively managed with annual turnover of: 57.00 vs. VEMRX (6.00). BRKIX has a lower initial minimum investment than VEMRX: BRKIX (0) vs VEMRX (100000000). BRKIX annual gain was more profitable for investors over the last year : 38.81 vs. VEMRX (16.90). BRKIX return over 5 years is better than : 61.42 vs. VEMRX (30.79).
BRKIXVEMRXBRKIX / VEMRX
Total Expense Ratio0.990.051,980%
Annual Report Gross Expense Ratio1.320.052,640%
Fund Existence11 years16 years-
Gain YTD26.41811.380232%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets221M162B0%
Annual Yield % from dividends1.812.3776%
Returns for 1 year38.8116.90230%
Returns for 3 years100.9658.10174%
Returns for 5 years61.4230.79199%
Returns for 10 years135.0989.06152%
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