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BRGAX vs VTSAX

Both BRGAX and VTSAX are mutual funds. BRGAX has a lower 5-year return than VTSAX (17.28% vs 17.66%). BRGAX has a higher expense ratio than VTSAX (0.38% vs 0.04%). Below is the comparison between BRGAX and VTSAX.

BRGAX VTSAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Large Blend U.S. Equity: Large Blend
Family BlackRock Vanguard
Net Assets $47.10M $307.70B
Expense Ratio 0.38% 0.04%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.02% 1.29%
Minimum Investment $1,000.00 $10,000.00
YTD Return 13.29% 13.92%
1-Year Return 7.68% 7.13%
3-Year Return 17.33% 17.44%
5-Year Return 17.28% 17.66%
10-Year Return 14.74% 15.04%

BRGAX description

The Fund seeks to match the performance of the Russell 1000 Index as closely as possible before the deduction of expenses. The Fund will invest at least 80% of its assets in the common stocks represented in the Russell 1000 Index in roughly the same proportions as their weightings in the Russell 1000 Index.

BRGAX performance & returns

YTD Return 13.29%
1-Month Return 2.66%
3-Month Return 7.68%
1-Year Return 7.68%
3-Year Return 17.33%
5-Year Return 17.28%
10-Year Return 14.74%
BRGAX expense ratio is 0.38%.

BRGAX holdings

Top 10 Holdings (24.58% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 5.89%
Microsoft Corp MSFT 4.96%
Amazon.com Inc AMZN 4.21%
Facebook Inc A FB 1.98%
Alphabet Inc A GOOGL 1.38%
Alphabet Inc Class C GOOG 1.37%
Berkshire Hathaway Inc Class B BRK.B 1.29%
Johnson & Johnson JNJ 1.24%
BlackRock Cash Funds Treasury SL Agency XTSLA 1.19%
Procter & Gamble Co PG 1.07%

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VTSAX 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.

VTSAX performance & returns

YTD Return 13.92%
1-Month Return 3.04%
3-Month Return 7.13%
1-Year Return 7.13%
3-Year Return 17.44%
5-Year Return 17.66%
10-Year Return 15.04%
VTSAX expense ratio is 0.04%.

VTSAX 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%

Other relevant VTSAX comparisons

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Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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