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BIRKX vs VSMPX
BIRKX vs VSMPX Comparison
Open Charts BIRKX vs VSMPX
BlackRock Sustainable Adg Lg Cp Cr K
Price$21.63
Change-$0.26 (-1.19%)
VolumeN/A
Net Assets875.53M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
BIRKX vs VSMPX Comparison Chart
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BIRKX vs. VSMPX commentary
Jun 16, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. BIRKX (876M). VSMPX pays higher dividends than BIRKX: VSMPX (1.29) vs BIRKX (0.83). BIRKX was incepted earlier than VSMPX: BIRKX (9 years) vs VSMPX (10 years). BIRKX (0.50) is less costly to investors than VSMPX (0.02). BIRKX is a more actively managed with annual turnover of: 108.00 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 : 10.08 vs. BIRKX (-6.07). VSMPX return over 5 years is better than : 91.46 vs. BIRKX (64.58).
| BIRKX | VSMPX | BIRKX / VSMPX | |
| Total Expense Ratio | 0.43 | 0.02 | 2,150% |
| Annual Report Gross Expense Ratio | 0.50 | 0.02 | 2,500% |
| Fund Existence | 9 years | 10 years | - |
| Gain YTD | 1.884 | 1.374 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 1.82T | 0% |
| Annual Yield % from dividends | 0.83 | 1.29 | 64% |
| Returns for 1 year | -6.07 | 10.08 | -60% |
| Returns for 3 years | 40.68 | 57.66 | 71% |
| Returns for 5 years | 64.58 | 91.46 | 71% |
| Returns for 10 years | N/A | 170.67 | - |
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