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BSMIX vs VSMAX
BSMIX vs VSMAX Comparison
Open Charts BSMIX vs VSMAX
iShares Russell Small/Mid-Cap Idx Instl
Price$17.35
Change+$0.14 (+0.81%)
VolumeN/A
Net Assets1B
Vanguard Small Cap Index Admiral Shares
Price$116.63
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets147.56B
BSMIX vs VSMAX Comparison Chart in %
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BSMIX vs. VSMAX commentary
Jul 05, 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: 148B vs. BSMIX (1B). VSMAX (1.40) and BSMIX (1.34) have matching dividends . 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 : 12.81 vs. VSMAX (11.45). VSMAX return over 5 years is better than : 68.33 vs. BSMIX (58.63).
| 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 | 3.366 | 0.725 | 464% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 148B | 1% |
| Annual Yield % from dividends | 1.34 | 1.40 | 96% |
| Returns for 1 year | 12.81 | 11.45 | 112% |
| Returns for 3 years | 34.71 | 36.96 | 94% |
| Returns for 5 years | 58.63 | 68.33 | 86% |
| Returns for 10 years | N/A | 107.85 | - |
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