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BSMIX vs VSMAX
BSMIX vs VSMAX Comparison
Open Charts BSMIX vs VSMAX
iShares Russell Small/Mid-Cap Idx Instl
Price$13.95
Change-$0.13 (-0.92%)
VolumeN/A
Net Assets715.88M
Vanguard Small Cap Index Admiral Shares
Price$95.31
Change-$0.89 (-0.93%)
VolumeN/A
Net Assets143.36B
BSMIX vs VSMAX Comparison Chart
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BSMIX vs. VSMAX commentary
Apr 08, 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 Hold and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 143B vs. BSMIX (716M). VSMAX pays higher dividends than BSMIX: VSMAX (1.52) vs BSMIX (1.41). BSMIX was incepted earlier than VSMAX: BSMIX (10 years) vs VSMAX (24 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 (12.00). 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 : -9.20 vs. BSMIX (-10.25). VSMAX return over 5 years is better than : 91.73 vs. BSMIX (75.74).
| 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 | 24 years | - |
| Gain YTD | -16.340 | -16.385 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 716M | 143B | 1% |
| Annual Yield % from dividends | 1.41 | 1.52 | 93% |
| Returns for 1 year | -10.25 | -9.20 | 111% |
| Returns for 3 years | -7.38 | -3.49 | 212% |
| Returns for 5 years | 75.74 | 91.73 | 83% |
| Returns for 10 years | N/A | 70.74 | - |
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