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BFSIX vs VSTSX
BFSIX vs VSTSX Comparison
Open Charts BFSIX vs VSTSX
BFS Equity Institutional
Price$23.61
Change+$0.16 (+0.68%)
VolumeN/A
Net Assets56.15M
Vanguard Total Stock Mkt Idx Instl Sel
Price$266.64
Change+$1.93 (+0.73%)
VolumeN/A
Net Assets1.72T
BFSIX vs VSTSX Comparison Chart
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BFSIX vs. VSTSX 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 VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. BFSIX (56.1M). VSTSX pays higher dividends than BFSIX: VSTSX (1.38) vs BFSIX (0.51). BFSIX was incepted earlier than VSTSX: BFSIX (12 years) vs VSTSX (9 years). BFSIX (1.21) is less costly to investors than VSTSX (0.01). BFSIX is a more actively managed with annual turnover of: 22.31 vs. VSTSX (2.00). BFSIX has a lower initial minimum investment than VSTSX: BFSIX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 7.87 vs. BFSIX (4.39). VSTSX return over 5 years is better than : 88.05 vs. BFSIX (51.68).
| BFSIX | VSTSX | BFSIX / VSTSX | |
| Total Expense Ratio | 0.99 | 0.01 | 9,900% |
| Annual Report Gross Expense Ratio | 1.21 | 0.01 | 12,100% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | -5.558 | -4.647 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.1M | 1.72T | 0% |
| Annual Yield % from dividends | 0.51 | 1.38 | 37% |
| Returns for 1 year | 4.39 | 7.87 | 56% |
| Returns for 3 years | 31.61 | 39.48 | 80% |
| Returns for 5 years | 51.68 | 88.05 | 59% |
| Returns for 10 years | 106.39 | N/A | - |
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