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BFSIX vs VSMPX
BFSIX vs VSMPX Comparison
Open Charts BFSIX vs VSMPX
BFS Equity Institutional
Price$27.61
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets64.21M
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.79
Change+$1.87 (+0.63%)
VolumeN/A
Net Assets1.95T
BFSIX vs VSMPX Comparison Chart in %
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BFSIX vs. VSMPX commentary
Sep 28, 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 Hold and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.95T vs. BFSIX (64.2M). VSMPX pays higher dividends than BFSIX: VSMPX (1.17) vs BFSIX (0.44). BFSIX was incepted earlier than VSMPX: BFSIX (12 years) vs VSMPX (10 years). BFSIX (1.21) 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 : 15.65 vs. BFSIX (10.88). VSMPX return over 5 years is better than : 96.68 vs. BFSIX (57.77).
| BFSIX | VSMPX | BFSIX / VSMPX | |
| Total Expense Ratio | 0.99 | 0.02 | 4,950% |
| Annual Report Gross Expense Ratio | 1.21 | 0.02 | 6,050% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 11.196 | 12.983 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.2M | 1.95T | 0% |
| Annual Yield % from dividends | 0.44 | 1.17 | 37% |
| Returns for 1 year | 10.88 | 15.65 | 70% |
| Returns for 3 years | 65.64 | 80.38 | 82% |
| Returns for 5 years | 57.77 | 96.68 | 60% |
| Returns for 10 years | 164.36 | 239.66 | 69% |
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