Ad is loading...
Ad is loading...
BSVIX vs VSMAX
BSVIX vs VSMAX Comparison
Open Charts BSVIX vs VSMAX
Baird Equity Opportunity Institutional
Price$16.17
Change-$0.29 (-1.76%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
BSVIX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BSVIX vs. VSMAX commentary
Nov 18, 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 BSVIX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. BSVIX (74M). VSMAX pays higher dividends than BSVIX: VSMAX (1.42) vs BSVIX (0.01). BSVIX was incepted earlier than VSMAX: BSVIX (13 years) vs VSMAX (24 years). BSVIX is a more actively managed with annual turnover of: 67.00 vs. VSMAX (12.00). VSMAX has a lower initial minimum investment than BSVIX: VSMAX (3000) vs BSVIX (10000). BSVIX annual gain was more profitable for investors over the last year : 36.59 vs. VSMAX (30.28). VSMAX return over 5 years is better than : 55.62 vs. BSVIX (3.84).
| BSVIX | VSMAX | BSVIX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 21.305 | 15.803 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74M | 151B | 0% |
| Annual Yield % from dividends | 0.01 | 1.42 | 1% |
| Returns for 1 year | 36.59 | 30.28 | 121% |
| Returns for 3 years | -13.32 | 4.74 | -281% |
| Returns for 5 years | 3.84 | 55.62 | 7% |
| Returns for 10 years | 18.36 | 123.30 | 15% |