Interact to see
Advertisement
Advertisement
BIRKX vs VSMPX
BIRKX vs VSMPX Comparison
Open Charts BIRKX vs VSMPX
BlackRock Sust Awr Advtg Lg Cp Cr K
Price$23.68
Change-$0.22 (-0.92%)
VolumeN/A
Net Assets1.02B
Vanguard Total Stock Mkt Idx Instl Pls
Price$308.93
Change-$1.49 (-0.48%)
VolumeN/A
Net Assets2.06T
BIRKX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BIRKX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.06T vs. BIRKX (1.02B). VSMPX pays higher dividends than BIRKX: VSMPX (1.11) vs BIRKX (0.75). 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 : 14.80 vs. BIRKX (8.91). VSMPX return over 5 years is better than : 68.28 vs. BIRKX (40.30).
| 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 | 0.212 | 1.381 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 2.06T | 0% |
| Annual Yield % from dividends | 0.75 | 1.11 | 68% |
| Returns for 1 year | 8.91 | 14.80 | 60% |
| Returns for 3 years | 38.43 | 64.07 | 60% |
| Returns for 5 years | 40.30 | 68.28 | 59% |
| Returns for 10 years | N/A | 259.26 | - |