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BIRIX vs VTSMX
BIRIX vs VTSMX Comparison
Open Charts BIRIX vs VTSMX
BlackRock Sust Awr Advtg Lg Cp Cr Instl
Price$23.55
Change+$0.16 (+0.68%)
VolumeN/A
Net Assets976.76M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
BIRIX vs VTSMX Comparison Chart in %
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BIRIX 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 BIRIX is a StrongBuy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. BIRIX (977M). VTSMX pays higher dividends than BIRIX: VTSMX (1.04) vs BIRIX (0.75). BIRIX was incepted earlier than VTSMX: BIRIX (10 years) vs VTSMX (34 years). BIRIX (0.61) is less costly to investors than VTSMX (0.14). BIRIX is a more actively managed with annual turnover of: 129.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BIRIX: VTSMX (3000) vs BIRIX (2000000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. BIRIX (6.63). VTSMX return over 5 years is better than : 84.86 vs. BIRIX (54.59).
| BIRIX | VTSMX | BIRIX / VTSMX | |
| Total Expense Ratio | 0.48 | 0.14 | 343% |
| Annual Report Gross Expense Ratio | 0.61 | 0.14 | 436% |
| Fund Existence | 10 years | 34 years | - |
| Gain YTD | 11.455 | 13.012 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 977M | 2.02T | 0% |
| Annual Yield % from dividends | 0.75 | 1.04 | 72% |
| Returns for 1 year | 6.63 | 13.79 | 48% |
| Returns for 3 years | 53.48 | 76.02 | 70% |
| Returns for 5 years | 54.59 | 84.86 | 64% |
| Returns for 10 years | 153.51 | 225.10 | 68% |
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