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BSMIX vs VSCIX
BSMIX vs VSCIX Comparison
Open Charts BSMIX vs VSCIX
iShares Russell Small/Mid-Cap Idx Instl
Price$17.46
Change-$0.21 (-1.19%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.04
Change-$1.28 (-1.07%)
VolumeN/A
CapitalizationN/A
BSMIX vs VSCIX Comparison Chart
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BSMIX vs. VSCIX commentary
Nov 18, 2024
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 VSCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCIX has more cash in the bank: 151B vs. BSMIX (650M). VSCIX pays higher dividends than BSMIX: VSCIX (1.43) vs BSMIX (1.28). BSMIX was incepted earlier than VSCIX: BSMIX (9 years) vs VSCIX (27 years). BSMIX is a more actively managed with annual turnover of: 30.00 vs. VSCIX (12.00). BSMIX has a lower initial minimum investment than VSCIX: BSMIX (2000000) vs VSCIX (5000000). VSCIX (30.27) and BSMIX (29.94) have marching annual gain over last year. VSCIX return over 5 years is better than : 55.65 vs. BSMIX (44.11).
| BSMIX | VSCIX | BSMIX / VSCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | 14.816 | 15.795 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 151B | 0% |
| Annual Yield % from dividends | 1.28 | 1.43 | 89% |
| Returns for 1 year | 29.94 | 30.27 | 99% |
| Returns for 3 years | -2.07 | 4.74 | -44% |
| Returns for 5 years | 44.11 | 55.65 | 79% |
| Returns for 10 years | N/A | 123.35 | - |
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