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BIRAX vs VTSMX
BIRAX vs VTSMX Comparison
Open Charts BIRAX vs VTSMX
BlackRock Sust Awr Advtg Lg Cp Cr Inv A
Price$23.38
Change+$0.15 (+0.65%)
VolumeN/A
Net Assets976.76M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
BIRAX vs VTSMX Comparison Chart in %
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BIRAX vs. VTSMX commentary
Oct 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 BIRAX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. BIRAX (977M). VTSMX pays higher dividends than BIRAX: VTSMX (1.04) vs BIRAX (0.55). BIRAX was incepted earlier than VTSMX: BIRAX (10 years) vs VTSMX (34 years). BIRAX (0.86) is less costly to investors than VTSMX (0.14). BIRAX is a more actively managed with annual turnover of: 129.00 vs. VTSMX (2.00). BIRAX has a lower initial minimum investment than VTSMX: BIRAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. BIRAX (6.29). VTSMX return over 5 years is better than : 84.86 vs. BIRAX (52.41).
| BIRAX | VTSMX | BIRAX / VTSMX | |
| Total Expense Ratio | 0.73 | 0.14 | 521% |
| Annual Report Gross Expense Ratio | 0.86 | 0.14 | 614% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 11.187 | 13.012 | 86% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 977M | 2.02T | 0% |
| Annual Yield % from dividends | 0.55 | 1.04 | 53% |
| Returns for 1 year | 6.29 | 13.79 | 46% |
| Returns for 3 years | 52.22 | 76.02 | 69% |
| Returns for 5 years | 52.41 | 84.86 | 62% |
| Returns for 10 years | 147.09 | 225.10 | 65% |
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