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BRTNX vs VFIAX
BRTNX vs VFIAX Comparison
Open Charts BRTNX vs VFIAX
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
BRTNX vs VFIAX Comparison Chart
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BRTNX vs. VFIAX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. BRTNX (107M). 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 : 27.64 vs. BRTNX (25.77). VFIAX (88.64) and BRTNX (88.08) 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 | 23.381 | 27.303 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 1.37T | 0% |
| Annual Yield % from dividends | 0.00 | 1.32 | - |
| Returns for 1 year | 25.77 | 27.64 | 93% |
| Returns for 3 years | 39.91 | 30.99 | 129% |
| Returns for 5 years | 88.08 | 88.64 | 99% |
| Returns for 10 years | 198.83 | 193.66 | 103% |
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