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BSMIX vs VRTIX
BSMIX vs VRTIX Comparison
Open Charts BSMIX vs VRTIX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.60
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.08B
Vanguard Russell 2000 Index I
Price$381.74
Change+$1.56 (+0.41%)
VolumeN/A
Net Assets13.58B
BSMIX vs VRTIX Comparison Chart in %
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BSMIX vs. VRTIX commentary
Oct 07, 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 Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. BSMIX (1.08B). BSMIX pays higher dividends than VRTIX: BSMIX (1.36) vs VRTIX (1.20). 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). VRTIX annual gain was more profitable for investors over the last year : 12.33 vs. BSMIX (11.65). VRTIX return over 5 years is better than : 56.39 vs. BSMIX (51.74).
| 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 | 11.196 | 11.417 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 13.6B | 8% |
| Annual Yield % from dividends | 1.36 | 1.20 | 113% |
| Returns for 1 year | 11.65 | 12.33 | 94% |
| Returns for 3 years | 47.14 | 47.38 | 99% |
| Returns for 5 years | 51.74 | 56.39 | 92% |
| Returns for 10 years | 119.27 | 122.16 | 98% |
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