Ad is loading...
BFSIX vs VSMPX
BFSIX vs VSMPX Comparison
Open Charts BFSIX vs VSMPX
BFS Equity Institutional
Price$25.30
Change-$0.43 (-1.67%)
VolumeN/A
Net Assets61.56M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.23
Change-$5.12 (-1.86%)
VolumeN/A
Net Assets1.84T
BFSIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BFSIX vs. VSMPX commentary
Feb 23, 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 Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.84T vs. BFSIX (61.6M). 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 annual gain was more profitable for investors over the last year : 19.85 vs. BFSIX (15.97). VSMPX return over 5 years is better than : 78.20 vs. BFSIX (41.76).
| 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 | 1.893 | 4.071 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.6M | 1.84T | 0% |
| Annual Yield % from dividends | 0.44 | 1.36 | 32% |
| Returns for 1 year | 15.97 | 19.85 | 80% |
| Returns for 3 years | 33.61 | 39.42 | 85% |
| Returns for 5 years | 41.76 | 78.20 | 53% |
| Returns for 10 years | 123.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| EQIDX | 12.48 | 0.10 | +0.81% |
| Allspring Emerging Markets Eq Advtg Adm | |||
| HRINX | 47.82 | -0.32 | -0.66% |
| Harbor International Administrative | |||
| SNOIX | 33.87 | -0.45 | -1.31% |
| Easterly Snow Long/Short Opportunity I | |||
| HOVLX | 53.31 | -0.77 | -1.42% |
| Homestead Value | |||
| FDGRX | 40.37 | -0.99 | -2.39% |
| Fidelity Growth Company Fund | |||