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BSMKX vs VSCPX
BSMKX vs VSCPX Comparison
Open Charts BSMKX vs VSCPX
iShares Russell Small/Mid-Cap Idx K
Price$16.34
Change+$0.22 (+1.36%)
VolumeN/A
Net Assets943.3M
Vanguard Small Cap Index InstlPlus
Price$319.39
Change+$4.18 (+1.33%)
VolumeN/A
Net Assets139.54B
BSMKX vs VSCPX Comparison Chart
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BSMKX vs. VSCPX commentary
Jun 04, 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 StrongBuy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 140B vs. BSMKX (943M). VSCPX (1.50) and BSMKX (1.44) have matching dividends . BSMKX was incepted earlier than VSCPX: BSMKX (10 years) vs VSCPX (14 years). BSMKX (0.10) is less costly to investors than VSCPX (0.03). BSMKX is a more actively managed with annual turnover of: 43.00 vs. VSCPX (13.00). BSMKX has a lower initial minimum investment than VSCPX: BSMKX (5000000) vs VSCPX (100000000). VSCPX (3.59) and BSMKX (3.54) have marching annual gain over last year. VSCPX return over 5 years is better than : 55.39 vs. BSMKX (45.36).
| BSMKX | VSCPX | BSMKX / VSCPX | |
| Total Expense Ratio | 0.08 | 0.03 | 267% |
| Annual Report Gross Expense Ratio | 0.10 | 0.03 | 333% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -3.950 | -5.072 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 100000000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 943M | 140B | 1% |
| Annual Yield % from dividends | 1.44 | 1.50 | 96% |
| Returns for 1 year | 3.54 | 3.59 | 98% |
| Returns for 3 years | 14.02 | 17.50 | 80% |
| Returns for 5 years | 45.36 | 55.39 | 82% |
| Returns for 10 years | N/A | 92.83 | - |