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BSMKX vs VSMAX
BSMKX vs VSMAX Comparison
Open Charts BSMKX vs VSMAX
iShares Russell Small/Mid-Cap Idx K
Price$16.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$111.94
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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VS
VS
BSMKX vs VSMAX Comparison Chart
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BSMKX vs. VSMAX commentary
Sep 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. BSMKX (604M). VSMAX pays higher dividends than BSMKX: VSMAX (1.42) vs BSMKX (1.32). BSMKX was incepted earlier than VSMAX: BSMKX (9 years) vs VSMAX (24 years). BSMKX is a more actively managed with annual turnover of: 30.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than BSMKX: VSMAX (3000) vs BSMKX (5000000). BSMKX (21.24) and VSMAX (20.69) have marching annual gain over last year. VSMAX return over 5 years is better than : 51.75 vs. BSMKX (42.38).
| BSMKX | VSMAX | BSMKX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | 9.602 | 9.672 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 604M | 149B | 0% |
| Annual Yield % from dividends | 1.32 | 1.42 | 93% |
| Returns for 1 year | 21.24 | 20.69 | 103% |
| Returns for 3 years | 0.11 | 5.64 | 2% |
| Returns for 5 years | 42.38 | 51.75 | 82% |
| Returns for 10 years | N/A | 113.97 | - |
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