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BFSIX vs VSMPX
BFSIX vs VSMPX Comparison
Open Charts BFSIX vs VSMPX
BFS Equity Institutional
Price$25.72
Change+$0.07 (+0.27%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.87
Change+$1.44 (+0.53%)
VolumeN/A
CapitalizationN/A
BFSIX vs VSMPX Comparison Chart
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BFSIX vs. VSMPX commentary
Nov 23, 2024
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 StrongBuy and VSMPX is a StrongSell.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.73T vs. BFSIX (61.8M). VSMPX pays higher dividends than BFSIX: VSMPX (1.36) vs BFSIX (0.44). BFSIX was incepted earlier than VSMPX: BFSIX (11 years) vs VSMPX (10 years). BFSIX is a more actively managed with annual turnover of: 35.81 vs. VSMPX (2.00). BFSIX has a lower initial minimum investment than VSMPX: BFSIX (1000) vs VSMPX (100000000). VSMPX (31.19) and BFSIX (30.18) have marching annual gain over last year. VSMPX return over 5 years is better than : 87.25 vs. BFSIX (49.44).
| BFSIX | VSMPX | BFSIX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 25.367 | 24.446 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.8M | 1.73T | 0% |
| Annual Yield % from dividends | 0.44 | 1.36 | 32% |
| Returns for 1 year | 30.18 | 31.19 | 97% |
| Returns for 3 years | 7.31 | 23.16 | 32% |
| Returns for 5 years | 49.44 | 87.25 | 57% |
| Returns for 10 years | 131.71 | N/A | - |
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