Ad is loading...
BFSIX vs VTSMX
BFSIX vs VTSMX Comparison
Open Charts BFSIX vs VTSMX
BFS Equity Institutional
Price$25.30
Change-$0.43 (-1.67%)
VolumeN/A
Net Assets61.56M
Vanguard Total Stock Mkt Idx I
Price$143.99
Change-$2.73 (-1.86%)
VolumeN/A
Net Assets1.84T
BFSIX vs VTSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BFSIX vs. VTSMX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.84T vs. BFSIX (61.6M). 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 annual gain was more profitable for investors over the last year : 17.60 vs. BFSIX (15.97). VTSMX return over 5 years is better than : 74.84 vs. BFSIX (41.76).
| 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 | 1.893 | 2.121 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.6M | 1.84T | 0% |
| Annual Yield % from dividends | 0.44 | 1.26 | 35% |
| Returns for 1 year | 15.97 | 17.60 | 91% |
| Returns for 3 years | 33.61 | 36.78 | 91% |
| Returns for 5 years | 41.76 | 74.84 | 56% |
| Returns for 10 years | 123.83 | 180.15 | 69% |
View a ticker or compare two or three
VS
VS
Ad is loading...