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BFSIX vs VTSMX
BFSIX vs VTSMX Comparison
Open Charts BFSIX vs VTSMX
BFS Equity Institutional
Price$24.65
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets58.95M
Vanguard Total Stock Mkt Idx I
Price$142.11
Change-$0.65 (-0.46%)
VolumeN/A
Net Assets1.82T
BFSIX vs VTSMX Comparison Chart
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BFSIX vs. VTSMX commentary
Jun 07, 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: 1.82T vs. BFSIX (58.9M). VTSMX pays higher dividends than BFSIX: VTSMX (1.18) vs BFSIX (0.48). 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 : 11.39 vs. BFSIX (7.75). VTSMX return over 5 years is better than : 81.77 vs. BFSIX (50.15).
| 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 | -0.403 | 1.278 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 58.9M | 1.82T | 0% |
| Annual Yield % from dividends | 0.48 | 1.18 | 41% |
| Returns for 1 year | 7.75 | 11.39 | 68% |
| Returns for 3 years | 34.25 | 42.44 | 81% |
| Returns for 5 years | 50.15 | 81.77 | 61% |
| Returns for 10 years | 118.41 | 181.22 | 65% |
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