Interact to see
Advertisement
Advertisement
BSMIX vs VSMAX
BSMIX vs VSMAX Comparison
Open Charts BSMIX vs VSMAX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.10
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.04B
Vanguard Small Cap Index Admiral Shares
Price$121.48
Change+$0.29 (+0.24%)
VolumeN/A
Net Assets154.18B
BSMIX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSMIX vs. VSMAX commentary
Aug 29, 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: 154B vs. BSMIX (1.04B). BSMIX pays higher dividends than VSMAX: BSMIX (1.45) vs VSMAX (1.37). 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). BSMIX annual gain was more profitable for investors over the last year : 10.77 vs. VSMAX (10.01). VSMAX return over 5 years is better than : 60.81 vs. BSMIX (50.78).
| 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 | 7.967 | 5.414 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 154B | 1% |
| Annual Yield % from dividends | 1.45 | 1.37 | 106% |
| Returns for 1 year | 10.77 | 10.01 | 108% |
| Returns for 3 years | 30.17 | 32.27 | 94% |
| Returns for 5 years | 50.78 | 60.81 | 84% |
| Returns for 10 years | 114.91 | 130.93 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement