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BFSIX vs VSMPX
BFSIX vs VSMPX Comparison
Open Charts BFSIX vs VSMPX
BFS Equity Institutional
Price$27.46
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets64.24M
Vanguard Total Stock Mkt Idx Instl Pls
Price$298.85
Change+$1.31 (+0.44%)
VolumeN/A
Net Assets2.02T
BFSIX vs VSMPX Comparison Chart in %
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BFSIX vs. VSMPX commentary
Oct 18, 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: 2.02T vs. BFSIX (64.2M). VSMPX pays higher dividends than BFSIX: VSMPX (1.15) vs BFSIX (0.43). BFSIX was incepted earlier than VSMPX: BFSIX (12 years) vs VSMPX (10 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 : 13.81 vs. BFSIX (8.20). VSMPX return over 5 years is better than : 84.96 vs. BFSIX (48.99).
| 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 | 10 years | - |
| Gain YTD | 10.592 | 13.029 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 64.2M | 2.02T | 0% |
| Annual Yield % from dividends | 0.43 | 1.15 | 37% |
| Returns for 1 year | 8.20 | 13.81 | 59% |
| Returns for 3 years | 59.35 | 76.12 | 78% |
| Returns for 5 years | 48.99 | 84.96 | 58% |
| Returns for 10 years | 145.48 | 215.53 | 68% |
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