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BIRKX vs VTSMX
BIRKX vs VTSMX Comparison
Open Charts BIRKX vs VTSMX
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.
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).
| 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 | - |
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