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BFSIX vs VTSAX
BFSIX vs VTSAX Comparison
Open Charts BFSIX vs VTSAX
BFS Equity Institutional
Price$24.84
Change-$0.26 (-1.04%)
VolumeN/A
Net Assets59.9M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
BFSIX vs VTSAX Comparison Chart
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BFSIX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. BFSIX (59.9M). VTSAX pays higher dividends than BFSIX: VTSAX (1.28) vs BFSIX (0.48). 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 : 10.07 vs. BFSIX (7.55). VTSAX return over 5 years is better than : 91.40 vs. BFSIX (59.39).
| 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 | 1.087 | 1.365 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 59.9M | 1.82T | 0% |
| Annual Yield % from dividends | 0.48 | 1.28 | 38% |
| Returns for 1 year | 7.55 | 10.07 | 75% |
| Returns for 3 years | 46.49 | 57.61 | 81% |
| Returns for 5 years | 59.39 | 91.40 | 65% |
| Returns for 10 years | 120.16 | 179.53 | 67% |
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