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BFSIX vs VSMPX
BFSIX vs VSMPX Comparison
Open Charts BFSIX vs VSMPX
BFS Equity Institutional
Price$26.52
Change-$1.10 (-3.98%)
VolumeN/A
Net Assets63.57M
Vanguard Total Stock Mkt Idx Instl Pls
Price$310.42
Change+$8.40 (+2.78%)
VolumeN/A
Net Assets2.06T
BFSIX vs VSMPX Comparison Chart in %
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BFSIX vs. VSMPX commentary
Feb 04, 2026
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: 2.06T vs. BFSIX (63.6M). VSMPX pays higher dividends than BFSIX: VSMPX (1.11) vs BFSIX (0.17). 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 : 14.80 vs. BFSIX (3.74). VSMPX return over 5 years is better than : 68.28 vs. BFSIX (37.56).
| 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 | 1.961 | 1.381 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63.6M | 2.06T | 0% |
| Annual Yield % from dividends | 0.17 | 1.11 | 15% |
| Returns for 1 year | 3.74 | 14.80 | 25% |
| Returns for 3 years | 47.63 | 64.07 | 74% |
| Returns for 5 years | 37.56 | 68.28 | 55% |
| Returns for 10 years | 158.70 | 259.26 | 61% |
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