Interact to see
Advertisement
Advertisement
BFSIX vs VSMPX
BFSIX vs VSMPX Comparison
Open Charts BFSIX vs VSMPX
BFS Equity Institutional
Price$24.84
Change-$0.26 (-1.04%)
VolumeN/A
Net Assets59.9M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
BFSIX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BFSIX vs. VSMPX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. BFSIX (59.9M). VSMPX pays higher dividends than BFSIX: VSMPX (1.29) vs BFSIX (0.48). 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: 22.31 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 : 10.08 vs. BFSIX (7.55). VSMPX return over 5 years is better than : 91.46 vs. BFSIX (59.39).
| 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 | 1.087 | 1.374 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9M | 1.82T | 0% |
| Annual Yield % from dividends | 0.48 | 1.29 | 37% |
| Returns for 1 year | 7.55 | 10.08 | 75% |
| Returns for 3 years | 46.49 | 57.66 | 81% |
| Returns for 5 years | 59.39 | 91.46 | 65% |
| Returns for 10 years | 120.16 | 170.67 | 70% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement