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BRTNX vs VFIAX
BRTNX vs VFIAX Comparison
Open Charts BRTNX vs VFIAX
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
BRTNX vs VFIAX Comparison Chart
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BRTNX vs. VFIAX commentary
Feb 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 BRTNX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. BRTNX (108M). VFIAX pays higher dividends than BRTNX: VFIAX (1.32) vs BRTNX (0.00). BRTNX was incepted earlier than VFIAX: BRTNX (14 years) vs VFIAX (24 years). VFIAX is a more actively managed with annual turnover of: 2.00 vs. BRTNX (0.00). BRTNX has a lower initial minimum investment than VFIAX: BRTNX (2000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 18.28 vs. BRTNX (12.94). VFIAX return over 5 years is better than : 80.17 vs. BRTNX (75.21).
| BRTNX | VFIAX | BRTNX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 0.559 | 2.414 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 1.41T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 12.94 | 18.28 | 71% |
| Returns for 3 years | 40.79 | 39.78 | 103% |
| Returns for 5 years | 75.21 | 80.17 | 94% |
| Returns for 10 years | 190.16 | 184.37 | 103% |
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