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BSMIX vs VRTIX
BSMIX vs VRTIX Comparison
Open Charts BSMIX vs VRTIX
iShares Russell Small/Mid-Cap Idx Instl
Price$17.66
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.04B
Vanguard Russell 2000 Index I
Price$360.95
Change-$0.14 (-0.04%)
VolumeN/A
Net Assets13.89B
BSMIX vs VRTIX Comparison Chart in %
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BSMIX 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 BSMIX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. BSMIX (1.04B). BSMIX pays higher dividends than VRTIX: BSMIX (1.41) vs VRTIX (1.18). BSMIX was incepted earlier than VRTIX: BSMIX (10 years) vs VRTIX (15 years). BSMIX (0.14) is less costly to investors than VRTIX (0.07). BSMIX is a more actively managed with annual turnover of: 43.00 vs. VRTIX (12.00). BSMIX has a lower initial minimum investment than VRTIX: BSMIX (2000000) vs VRTIX (5000000). BSMIX annual gain was more profitable for investors over the last year : 1.99 vs. VRTIX (1.42). VRTIX return over 5 years is better than : 33.82 vs. BSMIX (31.86).
| BSMIX | VRTIX | BSMIX / VRTIX | |
| Total Expense Ratio | 0.13 | 0.07 | 186% |
| Annual Report Gross Expense Ratio | 0.14 | 0.07 | 200% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 5.963 | 5.822 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 13.9B | 7% |
| Annual Yield % from dividends | 1.41 | 1.18 | 119% |
| Returns for 1 year | 1.99 | 1.42 | 141% |
| Returns for 3 years | 29.41 | 28.59 | 103% |
| Returns for 5 years | 31.86 | 33.82 | 94% |
| Returns for 10 years | 108.08 | 108.92 | 99% |
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| Fidelity Sustainable High Yield ETF | |||
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| Franklin Exponential Data ETF | |||