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BFSIX vs VSMPX
BFSIX vs VSMPX Comparison
Open Charts BFSIX vs VSMPX
BFS Equity Institutional
Price$23.61
Change+$0.16 (+0.68%)
VolumeN/A
Net Assets56.15M
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
BFSIX vs VSMPX Comparison Chart
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BFSIX vs. VSMPX commentary
May 09, 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: 1.72T vs. BFSIX (56.1M). VSMPX pays higher dividends than BFSIX: VSMPX (1.37) vs BFSIX (0.51). 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 : 7.86 vs. BFSIX (4.39). VSMPX return over 5 years is better than : 88.00 vs. BFSIX (51.68).
| 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 | -5.558 | -4.649 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.1M | 1.72T | 0% |
| Annual Yield % from dividends | 0.51 | 1.37 | 37% |
| Returns for 1 year | 4.39 | 7.86 | 56% |
| Returns for 3 years | 31.61 | 39.43 | 80% |
| Returns for 5 years | 51.68 | 88.00 | 59% |
| Returns for 10 years | 106.39 | 155.00 | 69% |