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BSMKX vs VSMAX
BSMKX vs VSMAX Comparison
Open Charts BSMKX vs VSMAX
iShares Russell Small/Mid-Cap Idx K
Price$16.29
Change-$0.08 (-0.49%)
VolumeN/A
Net Assets863.85M
Vanguard Small Cap Index Admiral Shares
Price$111.00
Change-$0.58 (-0.52%)
VolumeN/A
Net Assets139.54B
BSMKX vs VSMAX Comparison Chart
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BSMKX vs. VSMAX commentary
May 15, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 140B vs. BSMKX (864M). VSMAX (1.56) and BSMKX (1.53) have matching dividends . BSMKX was incepted earlier than VSMAX: BSMKX (10 years) vs VSMAX (25 years). BSMKX (0.10) is less costly to investors than VSMAX (0.05). BSMKX is a more actively managed with annual turnover of: 43.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than BSMKX: VSMAX (3000) vs BSMKX (5000000). VSMAX (3.76) and BSMKX (3.65) have marching annual gain over last year. VSMAX return over 5 years is better than : 84.41 vs. BSMKX (71.47).
| BSMKX | VSMAX | BSMKX / VSMAX | |
| Total Expense Ratio | 0.08 | 0.05 | 160% |
| Annual Report Gross Expense Ratio | 0.10 | 0.05 | 200% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -2.996 | -3.017 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 864M | 140B | 1% |
| Annual Yield % from dividends | 1.53 | 1.56 | 98% |
| Returns for 1 year | 3.65 | 3.76 | 97% |
| Returns for 3 years | 20.34 | 25.21 | 81% |
| Returns for 5 years | 71.47 | 84.41 | 85% |
| Returns for 10 years | N/A | 97.54 | - |