Interact to see
Advertisement
Advertisement
BFSIX vs VSMPX
BFSIX vs VSMPX Comparison
Open Charts BFSIX vs VSMPX
BFS Equity Institutional
Price$27.70
Change+$0.09 (+0.33%)
VolumeN/A
Net Assets64.4M
Vanguard Total Stock Mkt Idx Instl Pls
Price$307.36
Change+$1.29 (+0.42%)
VolumeN/A
Net Assets2.05T
BFSIX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BFSIX vs. VSMPX commentary
Dec 05, 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 VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. BFSIX (64.4M). VSMPX pays higher dividends than BFSIX: VSMPX (1.12) vs BFSIX (0.43). BFSIX was incepted earlier than VSMPX: BFSIX (12 years) vs VSMPX (11 years). BFSIX (1.17) is less costly to investors than VSMPX (0.02). BFSIX is a more actively managed with annual turnover of: 16.10 vs. VSMPX (2.00). BFSIX has a lower initial minimum investment than VSMPX: BFSIX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 12.13 vs. BFSIX (6.72). VSMPX return over 5 years is better than : 76.54 vs. BFSIX (45.37).
| BFSIX | VSMPX | BFSIX / VSMPX | |
| Total Expense Ratio | 0.99 | 0.02 | 4,950% |
| Annual Report Gross Expense Ratio | 1.17 | 0.02 | 5,850% |
| Fund Existence | 12 years | 11 years | - |
| Gain YTD | 11.559 | 16.247 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.4M | 2.05T | 0% |
| Annual Yield % from dividends | 0.43 | 1.12 | 38% |
| Returns for 1 year | 6.72 | 12.13 | 55% |
| Returns for 3 years | 51.43 | 65.53 | 78% |
| Returns for 5 years | 45.37 | 76.54 | 59% |
| Returns for 10 years | 140.90 | 215.41 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement