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BFSIX vs VTSAX
BFSIX vs VTSAX Comparison
Open Charts BFSIX vs VTSAX
BFS Equity Institutional
Price$25.30
Change-$0.43 (-1.67%)
VolumeN/A
Net Assets61.56M
Vanguard Total Stock Mkt Idx Adm
Price$144.03
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
BFSIX vs VTSAX Comparison Chart
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BFSIX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. BFSIX (61.6M). VTSAX pays higher dividends than BFSIX: VTSAX (1.35) vs BFSIX (0.44). BFSIX was incepted earlier than VTSAX: BFSIX (11 years) vs VTSAX (24 years). BFSIX is a more actively managed with annual turnover of: 35.81 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 : 17.60 vs. BFSIX (15.97). VTSAX return over 5 years is better than : 74.84 vs. BFSIX (41.76).
| BFSIX | VTSAX | BFSIX / VTSAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 1.893 | 2.127 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.6M | 1.84T | 0% |
| Annual Yield % from dividends | 0.44 | 1.35 | 32% |
| Returns for 1 year | 15.97 | 17.60 | 91% |
| Returns for 3 years | 33.61 | 36.79 | 91% |
| Returns for 5 years | 41.76 | 74.84 | 56% |
| Returns for 10 years | 123.83 | 180.79 | 68% |
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