Ad is loading...
BRTNX vs VFINX
BRTNX vs VFINX Comparison
Open Charts BRTNX vs VFINX
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
BRTNX vs VFINX Comparison Chart
Loading...
BRTNX vs. VFINX commentary
Sep 21, 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. BRTNX (106M). 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). BRTNX annual gain was more profitable for investors over the last year : 34.25 vs. VFINX (26.44). BRTNX return over 5 years is better than : 102.94 vs. VFINX (87.66).
| 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 | 20.915 | 18.164 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 106M | 1.24T | 0% |
| Annual Yield % from dividends | 0.00 | 1.24 | - |
| Returns for 1 year | 34.25 | 26.44 | 130% |
| Returns for 3 years | 44.00 | 26.77 | 164% |
| Returns for 5 years | 102.94 | 87.66 | 117% |
| Returns for 10 years | 205.71 | 182.14 | 113% |