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BRGNX vs VTSMX
BRGNX vs VTSMX Comparison
Open Charts BRGNX vs VTSMX
iShares Russell 1000 Large-Cap Idx Instl
Price$43.49
Change+$0.15 (+0.35%)
VolumeN/A
Net Assets1.85B
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
BRGNX vs VTSMX Comparison Chart in %
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BRGNX vs. VTSMX commentary
Dec 04, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. BRGNX (1.85B). BRGNX (1.06) and VTSMX (1.02) have matching dividends . BRGNX was incepted earlier than VTSMX: BRGNX (15 years) vs VTSMX (34 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 annual gain was more profitable for investors over the last year : 12.16 vs. VTSMX (11.43). BRGNX return over 5 years is better than : 89.03 vs. VTSMX (77.17).
| 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 | 34 years | - |
| Gain YTD | 15.852 | 15.489 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.85B | 2.05T | 0% |
| Annual Yield % from dividends | 1.06 | 1.02 | 104% |
| Returns for 1 year | 12.16 | 11.43 | 106% |
| Returns for 3 years | 71.52 | 64.40 | 111% |
| Returns for 5 years | 89.03 | 77.17 | 115% |
| Returns for 10 years | 234.68 | 223.01 | 105% |
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