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BFSIX vs VTSAX
BFSIX vs VTSAX Comparison
Open Charts BFSIX vs VTSAX
BFS Equity Institutional
Price$25.72
Change+$0.07 (+0.27%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$144.38
Change+$0.77 (+0.54%)
VolumeN/A
CapitalizationN/A
BFSIX vs VTSAX Comparison Chart
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BFSIX vs. VTSAX commentary
Nov 23, 2024
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 StrongBuy and VTSAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.73T vs. BFSIX (61.8M). 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 (31.18) and BFSIX (30.18) have marching annual gain over last year. VTSAX return over 5 years is better than : 87.20 vs. BFSIX (49.44).
| 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 | 25.367 | 24.432 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.8M | 1.73T | 0% |
| Annual Yield % from dividends | 0.44 | 1.35 | 32% |
| Returns for 1 year | 30.18 | 31.18 | 97% |
| Returns for 3 years | 7.31 | 23.13 | 32% |
| Returns for 5 years | 49.44 | 87.20 | 57% |
| Returns for 10 years | 131.71 | 188.65 | 70% |
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