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BIRKX vs VSMPX
BIRKX vs VSMPX Comparison
Open Charts BIRKX vs VSMPX
BlackRock Sust Awr Advtg Lg Cp Cr K
Price$23.99
Change-$0.40 (-1.64%)
VolumeN/A
Net Assets1.01B
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
BIRKX vs VSMPX Comparison Chart in %
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BIRKX vs. VSMPX 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 BIRKX is a StrongBuy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. BIRKX (1.01B). VSMPX pays higher dividends than BIRKX: VSMPX (1.12) vs BIRKX (0.77). BIRKX was incepted earlier than VSMPX: BIRKX (10 years) vs VSMPX (11 years). BIRKX (0.51) is less costly to investors than VSMPX (0.02). BIRKX is a more actively managed with annual turnover of: 129.00 vs. VSMPX (2.00). BIRKX has a lower initial minimum investment than VSMPX: BIRKX (5000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.44 vs. BIRKX (5.59). VSMPX return over 5 years is better than : 84.08 vs. BIRKX (52.95).
| BIRKX | VSMPX | BIRKX / VSMPX | |
| Total Expense Ratio | 0.43 | 0.02 | 2,150% |
| Annual Report Gross Expense Ratio | 0.51 | 0.02 | 2,550% |
| Fund Existence | 10 years | 11 years | - |
| Gain YTD | 13.456 | 15.994 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.01B | 2.05T | 0% |
| Annual Yield % from dividends | 0.77 | 1.12 | 69% |
| Returns for 1 year | 5.59 | 13.44 | 42% |
| Returns for 3 years | 46.75 | 68.30 | 68% |
| Returns for 5 years | 52.95 | 84.08 | 63% |
| Returns for 10 years | N/A | 225.48 | - |
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