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BIRKX vs VTSMX
BIRKX vs VTSMX Comparison
Open Charts BIRKX vs VTSMX
BlackRock Sustainable Adg Lg Cp Cr K
Price$21.63
Change-$0.26 (-1.19%)
VolumeN/A
Net Assets875.53M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
BIRKX vs VTSMX Comparison Chart
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BIRKX vs. VTSMX commentary
Jun 16, 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.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BIRKX (876M). VTSMX pays higher dividends than BIRKX: VTSMX (1.18) vs BIRKX (0.83). 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 : 10.06 vs. BIRKX (-6.07). VTSMX return over 5 years is better than : 91.36 vs. BIRKX (64.58).
| 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 | 1.884 | 1.349 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 876M | 1.82T | 0% |
| Annual Yield % from dividends | 0.83 | 1.18 | 70% |
| Returns for 1 year | -6.07 | 10.06 | -60% |
| Returns for 3 years | 40.68 | 57.59 | 71% |
| Returns for 5 years | 64.58 | 91.36 | 71% |
| Returns for 10 years | N/A | 178.92 | - |
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