Interact to see
Advertisement
Advertisement
BOGIX vs VSMAX
BOGIX vs VSMAX Comparison
Open Charts BOGIX vs VSMAX
SGI Small Cap Core Fund I Shares
Price$29.82
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets109.28M
Vanguard Small Cap Index Admiral Shares
Price$110.38
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets147.56B
BOGIX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BOGIX vs. VSMAX commentary
Jun 06, 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 BOGIX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. BOGIX (109M). VSMAX pays higher dividends than BOGIX: VSMAX (1.48) vs BOGIX (0.65). BOGIX was incepted earlier than VSMAX: BOGIX (26 years) vs VSMAX (25 years). BOGIX (1.25) is less costly to investors than VSMAX (0.05). BOGIX is a more actively managed with annual turnover of: 211.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than BOGIX: VSMAX (3000) vs BOGIX (10000). VSMAX annual gain was more profitable for investors over the last year : 4.90 vs. BOGIX (-1.00). VSMAX return over 5 years is better than : 52.62 vs. BOGIX (17.92).
| BOGIX | VSMAX | BOGIX / VSMAX | |
| Total Expense Ratio | 1.23 | 0.05 | 2,460% |
| Annual Report Gross Expense Ratio | 1.25 | 0.05 | 2,500% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | -3.214 | -3.912 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 109M | 148B | 0% |
| Annual Yield % from dividends | 0.65 | 1.48 | 44% |
| Returns for 1 year | -1.00 | 4.90 | -20% |
| Returns for 3 years | 12.85 | 18.34 | 70% |
| Returns for 5 years | 17.92 | 52.62 | 34% |
| Returns for 10 years | -8.38 | 96.38 | -9% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement