Interact to see
Advertisement
Advertisement
BSMIX vs VSCPX
BSMIX vs VSCPX Comparison
Open Charts BSMIX vs VSCPX
iShares Russell Small/Mid-Cap Idx Instl
Price$16.83
Change+$0.04 (+0.24%)
VolumeN/A
Net Assets983.11M
Vanguard Small Cap Index InstlPlus
Price$328.41
Change+$0.58 (+0.18%)
VolumeN/A
Net Assets147.56B
BSMIX vs VSCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSMIX vs. VSCPX commentary
Jul 01, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. BSMIX (983M). VSCPX pays higher dividends than BSMIX: VSCPX (1.50) vs BSMIX (1.40). BSMIX was incepted earlier than VSCPX: BSMIX (10 years) vs VSCPX (15 years). BSMIX (0.14) is less costly to investors than VSCPX (0.03). BSMIX is a more actively managed with annual turnover of: 43.00 vs. VSCPX (13.00). BSMIX has a lower initial minimum investment than VSCPX: BSMIX (2000000) vs VSCPX (100000000). BSMIX (9.36) and VSCPX (9.13) have marching annual gain over last year. VSCPX return over 5 years is better than : 71.41 vs. BSMIX (59.46).
| BSMIX | VSCPX | BSMIX / VSCPX | |
| Total Expense Ratio | 0.13 | 0.03 | 433% |
| Annual Report Gross Expense Ratio | 0.14 | 0.03 | 467% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 0.268 | -1.097 | -24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 983M | 148B | 1% |
| Annual Yield % from dividends | 1.40 | 1.50 | 93% |
| Returns for 1 year | 9.36 | 9.13 | 103% |
| Returns for 3 years | 29.81 | 33.61 | 89% |
| Returns for 5 years | 59.46 | 71.41 | 83% |
| Returns for 10 years | N/A | 103.53 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement