BIRKX | VTSMX | BIRKX / VTSMX | |
Total Expense Ratio | 0.43 | 0.14 | 307% |
Annual Report Gross Expense Ratio | 0.50 | 0.14 | 357% |
Fund Existence | 9 years | 33 years | - |
Gain YTD | 7.207 | 6.421 | 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 | 1.12 | 71% |
Returns for 1 year | -2.87 | 13.89 | -21% |
Returns for 3 years | 40.75 | 62.08 | 66% |
Returns for 5 years | 62.28 | 95.59 | 65% |
Returns for 10 years | N/A | 198.05 | - |