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BSMKX vs VRTIX
BSMKX vs VRTIX Comparison
Open Charts BSMKX vs VRTIX
iShares Russell Small/Mid-Cap Idx K
Price$18.41
Change-$0.19 (-1.02%)
VolumeN/A
Net Assets1.08B
Vanguard Russell 2000 Index I
Price$377.47
Change-$4.27 (-1.12%)
VolumeN/A
Net Assets13.58B
BSMKX vs VRTIX Comparison Chart in %
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BSMKX vs. VRTIX commentary
Oct 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 BSMKX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. BSMKX (1.08B). BSMKX pays higher dividends than VRTIX: BSMKX (1.40) vs VRTIX (1.20). BSMKX was incepted earlier than VRTIX: BSMKX (10 years) vs VRTIX (15 years). BSMKX (0.10) is less costly to investors than VRTIX (0.07). BSMKX is a more actively managed with annual turnover of: 43.00 vs. VRTIX (12.00). BSMKX (5000000) and VRTIX (5000000) have matching initial minimum investment requirements. VRTIX annual gain was more profitable for investors over the last year : 13.81 vs. BSMKX (11.48). VRTIX return over 5 years is better than : 55.34 vs. BSMKX (48.76).
| BSMKX | VRTIX | BSMKX / VRTIX | |
| Total Expense Ratio | 0.08 | 0.07 | 114% |
| Annual Report Gross Expense Ratio | 0.10 | 0.07 | 143% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 10.086 | 11.874 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 13.6B | 8% |
| Annual Yield % from dividends | 1.40 | 1.20 | 116% |
| Returns for 1 year | 11.48 | 13.81 | 83% |
| Returns for 3 years | 45.84 | 47.99 | 96% |
| Returns for 5 years | 48.76 | 55.34 | 88% |
| Returns for 10 years | 117.91 | 123.07 | 96% |
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