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BFSIX vs VTSMX
BFSIX vs VTSMX Comparison
Open Charts BFSIX vs VTSMX
BFS Equity Institutional
Price$22.39
Change-$0.17 (-0.75%)
VolumeN/A
Net Assets54.55M
Vanguard Total Stock Mkt Idx I
Price$125.95
Change+$0.29 (+0.23%)
VolumeN/A
Net Assets1.7T
BFSIX vs VTSMX Comparison Chart
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BFSIX vs. VTSMX commentary
Apr 18, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.7T vs. BFSIX (54.6M). VTSMX pays higher dividends than BFSIX: VTSMX (1.25) vs BFSIX (0.50). BFSIX was incepted earlier than VTSMX: BFSIX (11 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: 22.31 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 : 4.35 vs. BFSIX (3.36). VTSMX return over 5 years is better than : 80.93 vs. BFSIX (49.47).
| BFSIX | VTSMX | BFSIX / VTSMX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 1.21 | 0.14 | 864% |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | -9.142 | -10.853 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 54.6M | 1.7T | 0% |
| Annual Yield % from dividends | 0.50 | 1.25 | 40% |
| Returns for 1 year | 3.36 | 4.35 | 77% |
| Returns for 3 years | 17.05 | 17.53 | 97% |
| Returns for 5 years | 49.47 | 80.93 | 61% |
| Returns for 10 years | 100.46 | 145.67 | 69% |
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