Interact to see
Advertisement
Advertisement
BIRKX vs VSMPX
BIRKX vs VSMPX Comparison
Open Charts BIRKX vs VSMPX
BlackRock Sustainable Adg Lg Cp Cr K
Price$22.54
Change-$0.15 (-0.66%)
VolumeN/A
Net Assets915.04M
Vanguard Total Stock Mkt Idx Instl Pls
Price$287.36
Change-$1.75 (-0.61%)
VolumeN/A
Net Assets1.91T
BIRKX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIRKX vs. VSMPX commentary
Aug 20, 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: 1.91T vs. BIRKX (915M). VSMPX pays higher dividends than BIRKX: VSMPX (1.20) vs BIRKX (0.84). 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 : 14.19 vs. BIRKX (6.50). VSMPX return over 5 years is better than : 83.95 vs. BIRKX (53.50).
| 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 | 6.599 | 8.661 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 915M | 1.91T | 0% |
| Annual Yield % from dividends | 0.84 | 1.20 | 70% |
| Returns for 1 year | 6.50 | 14.19 | 46% |
| Returns for 3 years | 30.17 | 49.06 | 61% |
| Returns for 5 years | 53.50 | 83.95 | 64% |
| Returns for 10 years | N/A | 210.07 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement