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BRTNX vs VFINX
BRTNX vs VFINX Comparison
Open Charts BRTNX vs VFINX
Vanguard 500 Index Investor
Price$553.73
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
BRTNX vs VFINX Comparison Chart
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BRTNX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. BRTNX (110M). VFINX pays higher dividends than BRTNX: VFINX (1.24) vs BRTNX (0.00). BRTNX was incepted earlier than VFINX: BRTNX (14 years) vs VFINX (48 years). VFINX is a more actively managed with annual turnover of: 2.00 vs. BRTNX (0.00). VFINX has a lower initial minimum investment than BRTNX: VFINX (0) vs BRTNX (2000). VFINX annual gain was more profitable for investors over the last year : 25.53 vs. BRTNX (21.72). VFINX (80.24) and BRTNX (79.90) have equivalent 5 years return.
| BRTNX | VFINX | BRTNX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 48 years | - |
| Gain YTD | 2.564 | 2.006 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 110M | 1.35T | 0% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | 21.72 | 25.53 | 85% |
| Returns for 3 years | 40.35 | 31.14 | 130% |
| Returns for 5 years | 79.90 | 80.24 | 100% |
| Returns for 10 years | 208.07 | 197.00 | 106% |
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