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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$23.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.03B
Vanguard Total Stock Mkt Idx I
Price$165.31
Change-$0.09 (-0.05%)
VolumeN/A
Net Assets2.06T
BIRIX vs VTSMX Comparison Chart in %
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BIRIX vs. VTSMX commentary
Dec 27, 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: 2.06T vs. BIRIX (1.03B). VTSMX pays higher dividends than BIRIX: VTSMX (1.02) vs BIRIX (0.73). 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 : 14.32 vs. BIRIX (10.20). VTSMX return over 5 years is better than : 76.71 vs. BIRIX (48.61).
| 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 | 13.159 | 17.313 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 2.06T | 0% |
| Annual Yield % from dividends | 0.73 | 1.02 | 71% |
| Returns for 1 year | 10.20 | 14.32 | 71% |
| Returns for 3 years | 51.15 | 78.67 | 65% |
| Returns for 5 years | 48.61 | 76.71 | 63% |
| Returns for 10 years | 155.00 | 232.18 | 67% |
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