BIRCX vs VFIAX

Both BIRCX and VFIAX are mutual funds. BIRCX has a lower 5-year return than VFIAX (15.37% vs 16.2%). BIRCX has a higher expense ratio than VFIAX (1.5% vs 0.04%). Below is the comparison between BIRCX and VFIAX.

BIRCX VFIAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family BlackRock Vanguard
Net Assets $24.80M $453.24B
Expense Ratio 1.50% 0.04%
Management Style active passive (index-based)
Dividend Yield 0.00% 1.24%
Minimum Investment $1,000.00 $10,000.00
YTD Return -8.46% -7.67%
1-Year Return -4.78% -3.01%
3-Year Return 19.45% 20.13%
5-Year Return 15.37% 16.20%
10-Year Return N/A 15.06%

BIRCX description

The Fund seeks to provide total return while seeking to maintain certain environmental, social and governance characteristics, climate risk exposure and climate opportunities relative to the Funds benchmark. The Fund invests at least 80% of its net assets in large cap equity securities and derivatives.

BIRCX performance & returns

YTD Return -8.46%
1-Month Return -5.98%
3-Month Return -4.78%
1-Year Return -4.78%
3-Year Return 19.45%
5-Year Return 15.37%
10-Year Return N/A
BIRCX expense ratio is 1.5%.

BIRCX holdings

Top 10 Holdings (25.41% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 4.89%
BlackRock Liquidity T-Fund Instl TSTXX 3.63%
Microsoft Corp MSFT 3.62%
Amazon.com Inc AMZN 2.98%
Alphabet Inc A GOOGL 2.34%
NVIDIA Corp NVDA 1.72%
The Home Depot Inc HD 1.71%
Visa Inc Class A V 1.64%
Adobe Inc ADBE 1.46%
Alphabet Inc Class C GOOG 1.42%

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VFIAX description

The Fund seeks to track the performance of its benchmark index, the S&P 500. The Fund employs an indexing investment approach. The Fund attempts to replicate the target index by investing all of its assets in the stocks that make up the Index with the same approximate weightings as the Index.

VFIAX performance & returns

YTD Return -7.67%
1-Month Return -5.32%
3-Month Return -3.01%
1-Year Return -3.01%
3-Year Return 20.13%
5-Year Return 16.20%
10-Year Return 15.06%
VFIAX expense ratio is 0.04%.

VFIAX holdings

Top 10 Holdings (27.80% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 6.65%
Microsoft Corp MSFT 5.68%
Amazon.com Inc AMZN 4.79%
Facebook Inc A FB 2.25%
Alphabet Inc A GOOGL 1.57%
Alphabet Inc Class C GOOG 1.54%
Berkshire Hathaway Inc Class B BRK.B 1.48%
Johnson & Johnson JNJ 1.40%
Procter & Gamble Co PG 1.24%
Visa Inc Class A V 1.20%

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