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BRGNX vs VTSMX
BRGNX vs VTSMX Comparison
Open Charts BRGNX vs VTSMX
iShares Russell 1000 Large-Cap Idx Instl
Price$42.32
Change+$0.26 (+0.62%)
VolumeN/A
Net Assets1.8B
Vanguard Total Stock Mkt Idx I
Price$159.19
Change+$1.00 (+0.63%)
VolumeN/A
Net Assets1.95T
BRGNX vs VTSMX Comparison Chart in %
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BRGNX vs. VTSMX commentary
Sep 28, 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 BRGNX is a Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. BRGNX (1.8B). BRGNX (1.10) and VTSMX (1.07) have matching dividends . BRGNX was incepted earlier than VTSMX: BRGNX (15 years) vs VTSMX (33 years). VTSMX (0.14) is less costly to investors than BRGNX (0.12). BRGNX is a more actively managed with annual turnover of: 9.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than BRGNX: VTSMX (3000) vs BRGNX (2000000). BRGNX (16.27) and VTSMX (15.63) have marching annual gain over last year. BRGNX return over 5 years is better than : 107.80 vs. VTSMX (96.53).
| BRGNX | VTSMX | BRGNX / VTSMX | |
| Total Expense Ratio | 0.12 | 0.14 | 86% |
| Annual Report Gross Expense Ratio | 0.12 | 0.14 | 86% |
| Fund Existence | 15 years | 33 years | - |
| Gain YTD | 13.072 | 12.949 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 1.95T | 0% |
| Annual Yield % from dividends | 1.10 | 1.07 | 103% |
| Returns for 1 year | 16.27 | 15.63 | 104% |
| Returns for 3 years | 87.51 | 80.25 | 109% |
| Returns for 5 years | 107.80 | 96.53 | 112% |
| Returns for 10 years | 261.14 | 249.92 | 104% |
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