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BFSIX vs VTSMX
BFSIX vs VTSMX Comparison
Open Charts BFSIX vs VTSMX
BFS Equity Institutional
Price$24.94
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$137.25
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BFSIX vs VTSMX Comparison Chart
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BFSIX vs. VTSMX commentary
Sep 21, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. BFSIX (59.1M). VTSMX pays higher dividends than BFSIX: VTSMX (1.26) vs BFSIX (0.44). BFSIX was incepted earlier than VTSMX: BFSIX (11 years) vs VTSMX (32 years). BFSIX is a more actively managed with annual turnover of: 35.81 vs. VTSMX (2.00). BFSIX has a lower initial minimum investment than VTSMX: BFSIX (1000) vs VTSMX (3000). BFSIX (27.16) and VTSMX (25.89) have marching annual gain over last year. VTSMX return over 5 years is better than : 82.93 vs. BFSIX (47.31).
| BFSIX | VTSMX | BFSIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 32 years | - |
| Gain YTD | 19.795 | 16.884 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.1M | 1.72T | 0% |
| Annual Yield % from dividends | 0.44 | 1.26 | 35% |
| Returns for 1 year | 27.16 | 25.89 | 105% |
| Returns for 3 years | 8.22 | 21.33 | 39% |
| Returns for 5 years | 47.31 | 82.93 | 57% |
| Returns for 10 years | 123.99 | 178.97 | 69% |
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