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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$18.35
Change-$0.20 (-1.08%)
VolumeN/A
Net Assets1.07B
Vanguard Russell 2000 Index I
Price$379.08
Change-$2.32 (-0.61%)
VolumeN/A
Net Assets13.58B
BSMAX vs VRTIX Comparison Chart in %
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BSMAX vs. VRTIX commentary
Oct 10, 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 Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. BSMAX (1.08B). VRTIX pays higher dividends than BSMAX: VRTIX (1.20) vs BSMAX (1.13). 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). VRTIX annual gain was more profitable for investors over the last year : 13.31 vs. BSMAX (11.93). VRTIX return over 5 years is better than : 54.34 vs. BSMAX (47.84).
| 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 | 11.282 | 11.774 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 13.6B | 8% |
| Annual Yield % from dividends | 1.13 | 1.20 | 94% |
| Returns for 1 year | 11.93 | 13.31 | 90% |
| Returns for 3 years | 47.41 | 48.75 | 97% |
| Returns for 5 years | 47.84 | 54.34 | 88% |
| Returns for 10 years | 115.27 | 123.05 | 94% |
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