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BIRKX vs VTSAX
BIRKX vs VTSAX Comparison
Open Charts BIRKX vs VTSAX
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 Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
BIRKX vs VTSAX Comparison Chart in %
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BIRKX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. BIRKX (909M). VTSAX pays higher dividends than BIRKX: VTSAX (1.21) vs BIRKX (0.79). BIRKX was incepted earlier than VTSAX: BIRKX (9 years) vs VTSAX (25 years). BIRKX (0.50) is less costly to investors than VTSAX (0.04). BIRKX is a more actively managed with annual turnover of: 108.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than BIRKX: VTSAX (3000) vs BIRKX (5000000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. BIRKX (-2.87). VTSAX return over 5 years is better than : 95.62 vs. BIRKX (62.28).
| BIRKX | VTSAX | BIRKX / VTSAX | |
| Total Expense Ratio | 0.43 | 0.04 | 1,075% |
| Annual Report Gross Expense Ratio | 0.50 | 0.04 | 1,250% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 7.207 | 6.416 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 909M | 1.82T | 0% |
| Annual Yield % from dividends | 0.79 | 1.21 | 65% |
| Returns for 1 year | -2.87 | 13.89 | -21% |
| Returns for 3 years | 40.75 | 62.12 | 66% |
| Returns for 5 years | 62.28 | 95.62 | 65% |
| Returns for 10 years | N/A | 198.69 | - |
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