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BFSIX vs VTSMX
BFSIX vs VTSMX Comparison
Open Charts BFSIX vs VTSMX
BFS Equity Institutional
Price$25.16
Change+$0.16 (+0.64%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx I
Price$143.09
Change+$0.45 (+0.32%)
VolumeN/A
CapitalizationN/A
BFSIX vs VTSMX Comparison Chart
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BFSIX vs. VTSMX commentary
Dec 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BFSIX (60.3M). VTSMX pays higher dividends than BFSIX: VTSMX (1.26) vs BFSIX (0.44). BFSIX was incepted earlier than VTSMX: BFSIX (11 years) vs VTSMX (33 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). VTSMX (24.71) and BFSIX (23.74) have marching annual gain over last year. VTSMX return over 5 years is better than : 81.06 vs. BFSIX (44.01).
| BFSIX | VTSMX | BFSIX / VTSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 33 years | - |
| Gain YTD | 23.558 | 24.354 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 60.3M | 1.84T | 0% |
| Annual Yield % from dividends | 0.44 | 1.26 | 35% |
| Returns for 1 year | 23.74 | 24.71 | 96% |
| Returns for 3 years | 17.83 | 23.28 | 77% |
| Returns for 5 years | 44.01 | 81.06 | 54% |
| Returns for 10 years | 127.97 | 184.62 | 69% |
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