Interact to see
Advertisement
Advertisement
BFSIX vs VTSAX
BFSIX vs VTSAX Comparison
Open Charts BFSIX vs VTSAX
BFS Equity Institutional
Price$26.80
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets62.96M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
BFSIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BFSIX vs. VTSAX commentary
Aug 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. BFSIX (63M). VTSAX pays higher dividends than BFSIX: VTSAX (1.18) vs BFSIX (0.45). 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 : 16.22 vs. BFSIX (11.83). VTSAX return over 5 years is better than : 85.86 vs. BFSIX (52.02).
| 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 | 7.934 | 9.275 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 63M | 1.91T | 0% |
| Annual Yield % from dividends | 0.45 | 1.18 | 38% |
| Returns for 1 year | 11.83 | 16.22 | 73% |
| Returns for 3 years | 41.60 | 46.82 | 89% |
| Returns for 5 years | 52.02 | 85.86 | 61% |
| Returns for 10 years | 131.11 | 203.17 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement