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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$23.84
Change+$0.27 (+1.15%)
VolumeN/A
Net Assets976.76M
Vanguard 500 Index Investor
Price$621.99
Change+$6.57 (+1.07%)
VolumeN/A
Net Assets1.41T
BIRKX vs VFINX Comparison Chart in %
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BIRKX vs. VFINX commentary
Oct 21, 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 BIRKX is a StrongBuy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. BIRKX (977M). VFINX pays higher dividends than BIRKX: VFINX (1.05) vs BIRKX (0.79). 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 : 14.15 vs. BIRKX (7.51). VFINX return over 5 years is better than : 91.55 vs. BIRKX (58.95).
| 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 | 12.747 | 13.407 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 977M | 1.41T | 0% |
| Annual Yield % from dividends | 0.79 | 1.05 | 76% |
| Returns for 1 year | 7.51 | 14.15 | 53% |
| Returns for 3 years | 54.33 | 79.37 | 68% |
| Returns for 5 years | 58.95 | 91.55 | 64% |
| Returns for 10 years | N/A | 228.72 | - |
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