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BFSIX vs VTSMX
BFSIX vs VTSMX Comparison
Open Charts BFSIX vs VTSMX
BFS Equity Institutional
Price$25.98
Change+$0.21 (+0.81%)
VolumeN/A
Net Assets61.83M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
BFSIX vs VTSMX Comparison Chart in %
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BFSIX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. BFSIX (61.8M). VTSMX pays higher dividends than BFSIX: VTSMX (1.12) vs BFSIX (0.46). 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 : 13.89 vs. BFSIX (9.86). VTSMX return over 5 years is better than : 95.59 vs. BFSIX (60.54).
| 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 | 4.631 | 6.421 | 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 | 1.12 | 41% |
| Returns for 1 year | 9.86 | 13.89 | 71% |
| Returns for 3 years | 48.96 | 62.08 | 79% |
| Returns for 5 years | 60.54 | 95.59 | 63% |
| Returns for 10 years | 130.84 | 198.05 | 66% |
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