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BFSIX vs VSMPX
BFSIX vs VSMPX Comparison
Open Charts BFSIX vs VSMPX
BFS Equity Institutional
Price$27.07
Change-$0.40 (-1.46%)
VolumeN/A
Net Assets63.05M
Vanguard Total Stock Mkt Idx Instl Pls
Price$301.31
Change-$5.38 (-1.75%)
VolumeN/A
Net Assets2.05T
BFSIX vs VSMPX Comparison Chart in %
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BFSIX vs. VSMPX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 2.05T vs. BFSIX (63.1M). 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 : 13.44 vs. BFSIX (4.93). VSMPX return over 5 years is better than : 84.08 vs. BFSIX (44.77).
| 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 | 9.021 | 15.994 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.1M | 2.05T | 0% |
| Annual Yield % from dividends | 0.43 | 1.12 | 38% |
| Returns for 1 year | 4.93 | 13.44 | 37% |
| Returns for 3 years | 51.85 | 68.30 | 76% |
| Returns for 5 years | 44.77 | 84.08 | 53% |
| Returns for 10 years | 138.87 | 225.48 | 62% |
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