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BFSIX vs VTSMX
BFSIX vs VTSMX Comparison
Open Charts BFSIX vs VTSMX
BFS Equity Institutional
Price$24.84
Change-$0.26 (-1.04%)
VolumeN/A
Net Assets59.9M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
BFSIX vs VTSMX Comparison Chart
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BFSIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BFSIX (59.9M). VTSMX pays higher dividends than BFSIX: VTSMX (1.18) vs BFSIX (0.48). BFSIX was incepted earlier than VTSMX: BFSIX (12 years) vs VTSMX (33 years). BFSIX (1.21) is less costly to investors than VTSMX (0.14). BFSIX is a more actively managed with annual turnover of: 22.31 vs. VTSMX (2.00). BFSIX has a lower initial minimum investment than VTSMX: BFSIX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 10.06 vs. BFSIX (7.55). VTSMX return over 5 years is better than : 91.36 vs. BFSIX (59.39).
| BFSIX | VTSMX | BFSIX / VTSMX | |
| Total Expense Ratio | 0.99 | 0.14 | 707% |
| Annual Report Gross Expense Ratio | 1.21 | 0.14 | 864% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 1.087 | 1.349 | 81% |
| 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 | 1.18 | 41% |
| Returns for 1 year | 7.55 | 10.06 | 75% |
| Returns for 3 years | 46.49 | 57.59 | 81% |
| Returns for 5 years | 59.39 | 91.36 | 65% |
| Returns for 10 years | 120.16 | 178.92 | 67% |
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