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BSMIX vs VSMAX
BSMIX vs VSMAX Comparison
Open Charts BSMIX vs VSMAX
iShares Russell Small/Mid-Cap Idx Instl
Price$17.94
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index
Price$121.58
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
BSMIX vs VSMAX Comparison Chart
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BSMIX vs. VSMAX commentary
Nov 22, 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 StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. BSMIX (658M). VSMAX pays higher dividends than BSMIX: VSMAX (1.42) vs BSMIX (1.28). BSMIX was incepted earlier than VSMAX: BSMIX (9 years) vs VSMAX (24 years). BSMIX is a more actively managed with annual turnover of: 30.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than BSMIX: VSMAX (3000) vs BSMIX (2000000). VSMAX (32.49) and BSMIX (31.77) have marching annual gain over last year. VSMAX return over 5 years is better than : 61.09 vs. BSMIX (48.64).
| BSMIX | VSMAX | BSMIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 17.973 | 19.265 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 658M | 151B | 0% |
| Annual Yield % from dividends | 1.28 | 1.42 | 90% |
| Returns for 1 year | 31.77 | 32.49 | 98% |
| Returns for 3 years | 3.29 | 10.66 | 31% |
| Returns for 5 years | 48.64 | 61.09 | 80% |
| Returns for 10 years | N/A | 126.80 | - |
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