BIRCX vs VSMPX

Both BIRCX and VSMPX are mutual funds. BIRCX has a lower 5-year return than VSMPX (15.37% vs 15.59%). BIRCX has a higher expense ratio than VSMPX (1.5% vs 0.02%). Below is the comparison between BIRCX and VSMPX.

BIRCX VSMPX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family BlackRock Vanguard
Net Assets $24.80M $296.55B
Expense Ratio 1.50% 0.02%
Management Style active passive (index-based)
Dividend Yield 0.00% 1.22%
Minimum Investment $1,000.00 $100,000,000.00
YTD Return -8.46% -8.50%
1-Year Return -4.78% -5.58%
3-Year Return 19.45% 19.35%
5-Year Return 15.37% 15.59%
10-Year Return N/A 14.67%

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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VSMPX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The Fund employs an indexing investment approach to track the performance of the CRSP US Total Market Index. The Fund invests by holding a collection of securities that approximates the Index.

VSMPX performance & returns

YTD Return -8.50%
1-Month Return -6.32%
3-Month Return -5.58%
1-Year Return -5.58%
3-Year Return 19.35%
5-Year Return 15.59%
10-Year Return 14.67%
VSMPX expense ratio is 0.02%.

VSMPX holdings

Top 10 Holdings (23.05% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.36%
Microsoft Corp MSFT 4.78%
Amazon.com Inc AMZN 4.03%
Facebook Inc A FB 1.89%
Alphabet Inc A GOOGL 1.32%
Alphabet Inc Class C GOOG 1.25%
Berkshire Hathaway Inc Class B BRK.B 1.19%
Johnson & Johnson JNJ 1.18%
Procter & Gamble Co PG 1.04%
Visa Inc Class A V 1.01%

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