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BFSIX vs VSMPX
BFSIX vs VSMPX Comparison
Open Charts BFSIX vs VSMPX
BFS Equity Institutional
Price$22.39
Change-$0.17 (-0.75%)
VolumeN/A
Net Assets54.55M
Vanguard Total Stock Mkt Idx Instl Pls
Price$236.35
Change+$0.56 (+0.24%)
VolumeN/A
Net Assets1.7T
BFSIX vs VSMPX Comparison Chart
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BFSIX vs. VSMPX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. BFSIX (54.6M). VSMPX pays higher dividends than BFSIX: VSMPX (1.37) vs BFSIX (0.50). BFSIX was incepted earlier than VSMPX: BFSIX (11 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 : 4.36 vs. BFSIX (3.36). VSMPX return over 5 years is better than : 81.01 vs. BFSIX (49.47).
| 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 | 11 years | 10 years | - |
| Gain YTD | -9.142 | -10.853 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.6M | 1.7T | 0% |
| Annual Yield % from dividends | 0.50 | 1.37 | 36% |
| Returns for 1 year | 3.36 | 4.36 | 77% |
| Returns for 3 years | 17.05 | 17.57 | 97% |
| Returns for 5 years | 49.47 | 81.01 | 61% |
| Returns for 10 years | 100.46 | N/A | - |
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