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BFSIX vs VSMPX
BFSIX vs VSMPX Comparison
Open Charts BFSIX vs VSMPX
BFS Equity Institutional
Price$25.82
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets61.43M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.08
Change+$0.64 (+0.23%)
VolumeN/A
Net Assets1.91T
BFSIX vs VSMPX Comparison Chart in %
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BFSIX vs. VSMPX commentary
Jul 16, 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 BFSIX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. BFSIX (61.4M). VSMPX pays higher dividends than BFSIX: VSMPX (1.22) vs BFSIX (0.46). BFSIX was incepted earlier than VSMPX: BFSIX (12 years) vs VSMPX (10 years). BFSIX (1.21) is less costly to investors than VSMPX (0.02). BFSIX is a more actively managed with annual turnover of: 22.31 vs. VSMPX (2.00). BFSIX has a lower initial minimum investment than VSMPX: BFSIX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.57 vs. BFSIX (7.51). VSMPX return over 5 years is better than : 88.96 vs. BFSIX (54.81).
| BFSIX | VSMPX | BFSIX / VSMPX | |
| Total Expense Ratio | 0.99 | 0.02 | 4,950% |
| Annual Report Gross Expense Ratio | 1.21 | 0.02 | 6,050% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 3.987 | 6.044 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.4M | 1.91T | 0% |
| Annual Yield % from dividends | 0.46 | 1.22 | 38% |
| Returns for 1 year | 7.51 | 11.57 | 65% |
| Returns for 3 years | 47.88 | 59.98 | 80% |
| Returns for 5 years | 54.81 | 88.96 | 62% |
| Returns for 10 years | 123.23 | 181.08 | 68% |
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