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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$23.51
Change+$0.14 (+0.60%)
VolumeN/A
Net Assets978.86M
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
BIRIX vs VTSMX Comparison Chart in %
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BIRIX vs. VTSMX commentary
Sep 29, 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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. BIRIX (979M). VTSMX pays higher dividends than BIRIX: VTSMX (1.07) vs BIRIX (0.77). BIRIX was incepted earlier than VTSMX: BIRIX (10 years) vs VTSMX (33 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 : 15.63 vs. BIRIX (8.00). VTSMX return over 5 years is better than : 96.53 vs. BIRIX (64.65).
| 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 | 33 years | - |
| Gain YTD | 11.266 | 12.949 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 979M | 1.95T | 0% |
| Annual Yield % from dividends | 0.77 | 1.07 | 72% |
| Returns for 1 year | 8.00 | 15.63 | 51% |
| Returns for 3 years | 57.39 | 80.25 | 72% |
| Returns for 5 years | 64.65 | 96.53 | 67% |
| Returns for 10 years | N/A | 249.92 | - |
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