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BSMIX vs VSMAX
BSMIX vs VSMAX Comparison
Open Charts BSMIX vs VSMAX
iShares Russell Small/Mid-Cap Idx Instl
Price$17.15
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets997.37M
Vanguard Small Cap Index Admiral Shares
Price$115.38
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
BSMIX vs VSMAX Comparison Chart in %
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BSMIX vs. VSMAX commentary
Aug 07, 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 (997M). 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). VSMAX (12.72) and BSMIX (12.56) have marching annual gain over last year. VSMAX return over 5 years is better than : 56.32 vs. BSMIX (46.03).
| 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 | 2.288 | 0.586 | 390% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 997M | 154B | 1% |
| Annual Yield % from dividends | 1.45 | 1.37 | 106% |
| Returns for 1 year | 12.56 | 12.72 | 99% |
| Returns for 3 years | 20.91 | 24.16 | 87% |
| Returns for 5 years | 46.03 | 56.32 | 82% |
| Returns for 10 years | N/A | 111.38 | - |
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