Ad is loading...
BSMIX vs VSMAX
BSMIX vs VSMAX Comparison
Open Charts BSMIX vs VSMAX
iShares Russell Small/Mid-Cap Idx Instl
Price$15.73
Change+$0.26 (+1.68%)
VolumeN/A
Net Assets814.42M
Vanguard Small Cap Index Admiral Shares
Price$107.05
Change+$1.66 (+1.58%)
VolumeN/A
Net Assets139.54B
BSMIX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BSMIX vs. VSMAX commentary
May 09, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. BSMIX (814M). VSMAX pays higher dividends than BSMIX: VSMAX (1.56) vs BSMIX (1.48). BSMIX was incepted earlier than VSMAX: BSMIX (10 years) vs VSMAX (25 years). BSMIX (0.14) is less costly to investors than VSMAX (0.05). BSMIX is a more actively managed with annual turnover of: 43.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than BSMIX: VSMAX (3000) vs BSMIX (2000000). VSMAX annual gain was more profitable for investors over the last year : -0.07 vs. BSMIX (-0.75). VSMAX return over 5 years is better than : 65.26 vs. BSMIX (52.66).
| BSMIX | VSMAX | BSMIX / VSMAX | |
| Total Expense Ratio | 0.13 | 0.05 | 260% |
| Annual Report Gross Expense Ratio | 0.14 | 0.05 | 280% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -7.834 | -8.397 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 814M | 140B | 1% |
| Annual Yield % from dividends | 1.48 | 1.56 | 95% |
| Returns for 1 year | -0.75 | -0.07 | 1,038% |
| Returns for 3 years | 16.41 | 20.37 | 81% |
| Returns for 5 years | 52.66 | 65.26 | 81% |
| Returns for 10 years | N/A | 88.31 | - |