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BFSIX vs VTSMX
BFSIX vs VTSMX Comparison
Open Charts BFSIX vs VTSMX
BFS Equity Institutional
Price$26.92
Change-$0.14 (-0.52%)
VolumeN/A
Net Assets62.98M
Vanguard Total Stock Mkt Idx I
Price$154.79
Change-$0.98 (-0.63%)
VolumeN/A
Net Assets1.91T
BFSIX vs VTSMX Comparison Chart in %
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BFSIX vs. VTSMX commentary
Sep 01, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. BFSIX (63M). VTSMX pays higher dividends than BFSIX: VTSMX (1.07) vs BFSIX (0.44). BFSIX was incepted earlier than VTSMX: BFSIX (12 years) vs VTSMX (33 years). BFSIX (1.21) is less costly to investors than VTSMX (0.14). BFSIX is a more actively managed with annual turnover of: 16.10 vs. VTSMX (2.00). BFSIX has a lower initial minimum investment than VTSMX: BFSIX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 15.49 vs. BFSIX (11.49). VTSMX return over 5 years is better than : 79.73 vs. BFSIX (46.69).
| BFSIX | VTSMX | BFSIX / VTSMX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 1.21 | 0.14 | 864% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 8.417 | 9.827 | 86% |
| 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 | 0.44 | 1.07 | 41% |
| Returns for 1 year | 11.49 | 15.49 | 74% |
| Returns for 3 years | 50.67 | 59.48 | 85% |
| Returns for 5 years | 46.69 | 79.73 | 59% |
| Returns for 10 years | 154.19 | 232.22 | 66% |
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