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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$23.96
Change-$0.40 (-1.64%)
VolumeN/A
Net Assets990.24M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
BIRIX vs VTSMX Comparison Chart in %
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BIRIX vs. VTSMX commentary
Nov 14, 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: 2.05T vs. BIRIX (990M). 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 : 13.42 vs. BIRIX (7.31). VTSMX return over 5 years is better than : 83.98 vs. BIRIX (55.04).
| 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 | 15.288 | 15.972 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 990M | 2.05T | 0% |
| Annual Yield % from dividends | 0.73 | 1.02 | 71% |
| Returns for 1 year | 7.31 | 13.42 | 54% |
| Returns for 3 years | 47.74 | 68.22 | 70% |
| Returns for 5 years | 55.04 | 83.98 | 66% |
| Returns for 10 years | 163.78 | 235.40 | 70% |
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