Ad is loading...
BFSIX vs VTSMX
BFSIX vs VTSMX Comparison
Open Charts BFSIX vs VTSMX
BFS Equity Institutional
Price$23.61
Change+$0.16 (+0.68%)
VolumeN/A
Net Assets56.15M
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
BFSIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BFSIX vs. VTSMX commentary
May 09, 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: 1.72T vs. BFSIX (56.1M). VTSMX pays higher dividends than BFSIX: VTSMX (1.26) vs BFSIX (0.51). 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: 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 : 7.85 vs. BFSIX (4.39). VTSMX return over 5 years is better than : 87.92 vs. BFSIX (51.68).
| 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 | -5.558 | -4.660 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 56.1M | 1.72T | 0% |
| Annual Yield % from dividends | 0.51 | 1.26 | 40% |
| Returns for 1 year | 4.39 | 7.85 | 56% |
| Returns for 3 years | 31.61 | 39.37 | 80% |
| Returns for 5 years | 51.68 | 87.92 | 59% |
| Returns for 10 years | 106.39 | 162.78 | 65% |
View a ticker or compare two or three
VS
VS
Ad is loading...