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BFSIX vs VTSAX
BFSIX vs VTSAX Comparison
Open Charts BFSIX vs VTSAX
BFS Equity Institutional
Price$25.16
Change+$0.16 (+0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Adm
Price$143.11
Change+$0.42 (+0.29%)
VolumeN/A
CapitalizationN/A
BFSIX vs VTSAX Comparison Chart
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BFSIX vs. VTSAX commentary
Dec 24, 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 Buy and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.84T vs. BFSIX (60.3M). 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 (24.75) and BFSIX (23.74) have marching annual gain over last year. VTSAX return over 5 years is better than : 81.12 vs. BFSIX (44.01).
| 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 | 23.558 | 24.395 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.3M | 1.84T | 0% |
| Annual Yield % from dividends | 0.44 | 1.35 | 32% |
| Returns for 1 year | 23.74 | 24.75 | 96% |
| Returns for 3 years | 17.83 | 23.32 | 76% |
| Returns for 5 years | 44.01 | 81.12 | 54% |
| Returns for 10 years | 127.97 | 185.34 | 69% |
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