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BIRKX vs VSMPX
BIRKX vs VSMPX Comparison
Open Charts BIRKX vs VSMPX
BlackRock Sustainable Adg Lg Cp Cr K
Price$22.76
Change+$0.20 (+0.89%)
VolumeN/A
Net Assets909.49M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
BIRKX vs VSMPX Comparison Chart in %
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BIRKX vs. VSMPX commentary
Jul 07, 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 (909M). VSMPX pays higher dividends than BIRKX: VSMPX (1.22) vs BIRKX (0.79). 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 : 13.90 vs. BIRKX (-2.87). VSMPX return over 5 years is better than : 95.69 vs. BIRKX (62.28).
| 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 | 7.207 | 6.426 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 909M | 1.82T | 0% |
| Annual Yield % from dividends | 0.79 | 1.22 | 65% |
| Returns for 1 year | -2.87 | 13.90 | -21% |
| Returns for 3 years | 40.75 | 62.17 | 66% |
| Returns for 5 years | 62.28 | 95.69 | 65% |
| Returns for 10 years | N/A | 189.21 | - |
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