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BDBKX vs VSMAX
BDBKX vs VSMAX Comparison
Open Charts BDBKX vs VSMAX
iShares Russell 2000 Small-Cap Idx K
Price$25.69
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
BDBKX vs VSMAX Comparison Chart
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BDBKX vs. VSMAX commentary
Sep 21, 2024
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 BDBKX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. BDBKX (2.98B). BDBKX (1.49) and VSMAX (1.42) have matching dividends . BDBKX was incepted earlier than VSMAX: BDBKX (13 years) vs VSMAX (24 years). BDBKX is a more actively managed with annual turnover of: 29.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than BDBKX: VSMAX (3000) vs BDBKX (5000000). BDBKX (26.28) and VSMAX (25.54) have marching annual gain over last year. VSMAX return over 5 years is better than : 53.45 vs. BDBKX (39.14).
| BDBKX | VSMAX | BDBKX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 11.935 | 10.898 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.98B | 149B | 2% |
| Annual Yield % from dividends | 1.49 | 1.42 | 105% |
| Returns for 1 year | 26.28 | 25.54 | 103% |
| Returns for 3 years | -0.51 | 8.91 | -6% |
| Returns for 5 years | 39.14 | 53.45 | 73% |
| Returns for 10 years | 70.92 | 121.55 | 58% |
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