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BSMAX vs VRTIX
BSMAX vs VRTIX Comparison
Open Charts BSMAX vs VRTIX
iShares Russell Small/Mid-Cap Idx Inv A
Price$17.61
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets1.03B
Vanguard Russell 2000 Index I
Price$361.09
Change+$1.15 (+0.32%)
VolumeN/A
Net Assets13.89B
BSMAX vs VRTIX Comparison Chart in %
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BSMAX vs. VRTIX commentary
Nov 20, 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 BSMAX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. BSMAX (1.03B). VRTIX (1.18) and BSMAX (1.18) have matching dividends . BSMAX was incepted earlier than VRTIX: BSMAX (10 years) vs VRTIX (15 years). BSMAX (0.41) is less costly to investors than VRTIX (0.07). BSMAX is a more actively managed with annual turnover of: 43.00 vs. VRTIX (12.00). BSMAX has a lower initial minimum investment than VRTIX: BSMAX (1000) vs VRTIX (5000000). BSMAX annual gain was more profitable for investors over the last year : 2.14 vs. VRTIX (1.91). VRTIX return over 5 years is better than : 33.49 vs. BSMAX (30.16).
| BSMAX | VRTIX | BSMAX / VRTIX | |
| Total Expense Ratio | 0.38 | 0.07 | 543% |
| Annual Report Gross Expense Ratio | 0.41 | 0.07 | 586% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 5.643 | 5.485 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 13.9B | 7% |
| Annual Yield % from dividends | 1.18 | 1.18 | 100% |
| Returns for 1 year | 2.14 | 1.91 | 112% |
| Returns for 3 years | 28.25 | 28.18 | 100% |
| Returns for 5 years | 30.16 | 33.49 | 90% |
| Returns for 10 years | 103.12 | 108.25 | 95% |
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