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BSMIX vs VSCPX
BSMIX vs VSCPX Comparison
Open Charts BSMIX vs VSCPX
iShares Russell Small/Mid-Cap Idx Instl
Price$16.80
Change-$0.71 (-4.05%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$333.23
Change-$14.12 (-4.07%)
VolumeN/A
CapitalizationN/A
BSMIX vs VSCPX Comparison Chart
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BSMIX vs. VSCPX commentary
Dec 19, 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 Hold and VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 167B vs. BSMIX (835M). VSCPX pays higher dividends than BSMIX: VSCPX (1.44) vs BSMIX (1.28). BSMIX was incepted earlier than VSCPX: BSMIX (9 years) vs VSCPX (14 years). BSMIX is a more actively managed with annual turnover of: 30.00 vs. VSCPX (12.00). BSMIX has a lower initial minimum investment than VSCPX: BSMIX (2000000) vs VSCPX (100000000). VSCPX (17.80) and BSMIX (17.69) have marching annual gain over last year. VSCPX return over 5 years is better than : 53.26 vs. BSMIX (42.77).
| BSMIX | VSCPX | BSMIX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | 15.772 | 18.058 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 167B | 1% |
| Annual Yield % from dividends | 1.28 | 1.44 | 89% |
| Returns for 1 year | 17.69 | 17.80 | 99% |
| Returns for 3 years | 11.33 | 15.81 | 72% |
| Returns for 5 years | 42.77 | 53.26 | 80% |
| Returns for 10 years | N/A | 125.14 | - |