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BIRKX vs VFINX
BIRKX vs VFINX Comparison
Open Charts BIRKX vs VFINX
BlackRock Sust Awr Advtg Lg Cp Cr K
Price$23.68
Change-$0.22 (-0.92%)
VolumeN/A
Net Assets1.02B
Vanguard 500 Index Investor
Price$635.85
Change-$3.24 (-0.51%)
VolumeN/A
Net Assets1.47T
BIRKX vs VFINX Comparison Chart in %
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BIRKX vs. VFINX commentary
Feb 05, 2026
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 BIRKX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. BIRKX (1.02B). VFINX pays higher dividends than BIRKX: VFINX (1.01) vs BIRKX (0.75). BIRKX was incepted earlier than VFINX: BIRKX (10 years) vs VFINX (49 years). BIRKX (0.51) is less costly to investors than VFINX (0.14). BIRKX is a more actively managed with annual turnover of: 129.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than BIRKX: VFINX (0) vs BIRKX (5000000). VFINX annual gain was more profitable for investors over the last year : 15.48 vs. BIRKX (8.91). VFINX return over 5 years is better than : 78.93 vs. BIRKX (40.30).
| BIRKX | VFINX | BIRKX / VFINX | |
| Total Expense Ratio | 0.43 | 0.14 | 307% |
| Annual Report Gross Expense Ratio | 0.51 | 0.14 | 364% |
| Fund Existence | 10 years | 49 years | - |
| Gain YTD | 0.212 | 1.131 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 1.48T | 0% |
| Annual Yield % from dividends | 0.75 | 1.01 | 74% |
| Returns for 1 year | 8.91 | 15.48 | 58% |
| Returns for 3 years | 38.43 | 67.54 | 57% |
| Returns for 5 years | 40.30 | 78.93 | 51% |
| Returns for 10 years | N/A | 268.63 | - |