BIRKX
Price
$22.76
Change
+$0.20 (+0.89%)
Updated
Jul 3 closing price
Net Assets
909.49M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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BIRKX vs VTSMX

Header iconBIRKX vs VTSMX Comparison
Open Charts BIRKX vs VTSMXBanner chart's image
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 I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
BIRKX vs VTSMX Comparison Chart in %
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BIRKX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BIRKX (909M). VTSMX pays higher dividends than BIRKX: VTSMX (1.12) vs BIRKX (0.79). BIRKX was incepted earlier than VTSMX: BIRKX (9 years) vs VTSMX (33 years). BIRKX (0.50) is less costly to investors than VTSMX (0.14). BIRKX is a more actively managed with annual turnover of: 108.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BIRKX: VTSMX (3000) vs BIRKX (5000000). VTSMX annual gain was more profitable for investors over the last year : 13.89 vs. BIRKX (-2.87). VTSMX return over 5 years is better than : 95.59 vs. BIRKX (62.28).
BIRKXVTSMXBIRKX / VTSMX
Total Expense Ratio0.430.14307%
Annual Report Gross Expense Ratio0.500.14357%
Fund Existence9 years33 years-
Gain YTD7.2076.421112%
Front LoadN/AN/A-
Min. Initial Investment50000003000166,667%
Min. Initial Investment IRAN/AN/A-
Net Assets909M1.82T0%
Annual Yield % from dividends0.791.1271%
Returns for 1 year-2.8713.89-21%
Returns for 3 years40.7562.0866%
Returns for 5 years62.2895.5965%
Returns for 10 yearsN/A198.05-
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