Interact to see
Advertisement
Advertisement
BFSIX vs VTSAX
BFSIX vs VTSAX Comparison
Open Charts BFSIX vs VTSAX
BFS Equity Institutional
Price$25.98
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets61.83M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
BFSIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BFSIX vs. VTSAX commentary
Jul 07, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. BFSIX (61.8M). VTSAX pays higher dividends than BFSIX: VTSAX (1.21) vs BFSIX (0.46). BFSIX was incepted earlier than VTSAX: BFSIX (12 years) vs VTSAX (25 years). BFSIX (1.21) is less costly to investors than VTSAX (0.04). BFSIX is a more actively managed with annual turnover of: 22.31 vs. VTSAX (2.00). BFSIX has a lower initial minimum investment than VTSAX: BFSIX (1000) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. BFSIX (9.86). VTSAX return over 5 years is better than : 95.62 vs. BFSIX (60.54).
| BFSIX | VTSAX | BFSIX / VTSAX | |
| Total Expense Ratio | 0.99 | 0.04 | 2,475% |
| Annual Report Gross Expense Ratio | 1.21 | 0.04 | 3,025% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 4.631 | 6.416 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 61.8M | 1.82T | 0% |
| Annual Yield % from dividends | 0.46 | 1.21 | 38% |
| Returns for 1 year | 9.86 | 13.89 | 71% |
| Returns for 3 years | 48.96 | 62.12 | 79% |
| Returns for 5 years | 60.54 | 95.62 | 63% |
| Returns for 10 years | 130.84 | 198.69 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement