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BRTNX vs VFIAX
BRTNX vs VFIAX Comparison
Open Charts BRTNX vs VFIAX
Vanguard 500 Index Admiral
Price$506.37
Change+$10.05 (+2.02%)
VolumeN/A
Net Assets1.32T
BRTNX vs VFIAX Comparison Chart
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BRTNX vs. VFIAX commentary
Apr 25, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. BRTNX (104M). VFIAX pays higher dividends than BRTNX: VFIAX (1.35) vs BRTNX (0.00). BRTNX was incepted earlier than VFIAX: BRTNX (15 years) vs VFIAX (24 years). BRTNX (1.35) is less costly to investors than VFIAX (0.04). VFIAX is a more actively managed with annual turnover of: 2.00 vs. BRTNX (1.42). 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 : 6.05 vs. BRTNX (4.90). BRTNX return over 5 years is better than : 107.84 vs. VFIAX (89.56).
| BRTNX | VFIAX | BRTNX / VFIAX | |
| Total Expense Ratio | 1.35 | 0.04 | 3,375% |
| Annual Report Gross Expense Ratio | 1.35 | 0.04 | 3,375% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | -4.501 | -8.543 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 104M | 1.32T | 0% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | 4.90 | 6.05 | 81% |
| Returns for 3 years | 35.33 | 25.22 | 140% |
| Returns for 5 years | 107.84 | 89.56 | 120% |
| Returns for 10 years | 170.98 | 155.34 | 110% |