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BRTNX vs VFIAX
BRTNX vs VFIAX Comparison
Open Charts BRTNX vs VFIAX
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
BRTNX vs VFIAX Comparison Chart
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BRTNX vs. VFIAX commentary
Jan 19, 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 StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. BRTNX (110M). 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 : 25.54 vs. BRTNX (21.72). VFIAX (80.23) and BRTNX (79.90) have equivalent 5 years return.
| 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 | 2.564 | 2.010 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 1.35T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 21.72 | 25.54 | 85% |
| Returns for 3 years | 40.35 | 31.13 | 130% |
| Returns for 5 years | 79.90 | 80.23 | 100% |
| Returns for 10 years | 208.07 | 196.98 | 106% |
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