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BFSIX vs VTSAX
BFSIX vs VTSAX Comparison
Open Charts BFSIX vs VTSAX
BFS Equity Institutional
Price$26.91
Change+$0.07 (+0.26%)
VolumeN/A
Net Assets62.98M
Vanguard Total Stock Mkt Idx Adm
Price$154.83
Change+$0.70 (+0.45%)
VolumeN/A
Net Assets1.91T
BFSIX vs VTSAX Comparison Chart in %
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BFSIX vs. VTSAX commentary
Aug 27, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. BFSIX (63M). VTSAX pays higher dividends than BFSIX: VTSAX (1.18) vs BFSIX (0.45). BFSIX was incepted earlier than VTSAX: BFSIX (12 years) vs VTSAX (25 years). BFSIX (1.21) is less costly to investors than VTSAX (0.04). BFSIX is a more actively managed with annual turnover of: 16.10 vs. VTSAX (2.00). BFSIX has a lower initial minimum investment than VTSAX: BFSIX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 14.48 vs. BFSIX (10.95). VTSAX return over 5 years is better than : 80.16 vs. BFSIX (47.67).
| BFSIX | VTSAX | BFSIX / VTSAX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.21 | 0.04 | 3,025% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 8.377 | 9.339 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63M | 1.91T | 0% |
| Annual Yield % from dividends | 0.45 | 1.18 | 38% |
| Returns for 1 year | 10.95 | 14.48 | 76% |
| Returns for 3 years | 48.48 | 55.92 | 87% |
| Returns for 5 years | 47.67 | 80.16 | 59% |
| Returns for 10 years | 144.41 | 219.37 | 66% |
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