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BSVIX vs VSMAX
BSVIX vs VSMAX Comparison
Open Charts BSVIX vs VSMAX
Baird Equity Opportunity Institutional
Price$16.14
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets75.58M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
BSVIX vs VSMAX Comparison Chart in %
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BSVIX vs. VSMAX commentary
Aug 16, 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 BSVIX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. BSVIX (75.6M). VSMAX pays higher dividends than BSVIX: VSMAX (1.37) vs BSVIX (0.02). BSVIX was incepted earlier than VSMAX: BSVIX (13 years) vs VSMAX (25 years). BSVIX (1.73) is less costly to investors than VSMAX (0.05). BSVIX is a more actively managed with annual turnover of: 76.00 vs. VSMAX (13.00). 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 : 17.47 vs. VSMAX (9.58). VSMAX return over 5 years is better than : 58.32 vs. BSVIX (17.21).
| BSVIX | VSMAX | BSVIX / VSMAX | |
| Total Expense Ratio | 1.25 | 0.05 | 2,500% |
| Annual Report Gross Expense Ratio | 1.73 | 0.05 | 3,460% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | -1.590 | 2.900 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.6M | 154B | 0% |
| Annual Yield % from dividends | 0.02 | 1.37 | 2% |
| Returns for 1 year | 17.47 | 9.58 | 182% |
| Returns for 3 years | -5.99 | 20.93 | -29% |
| Returns for 5 years | 17.21 | 58.32 | 30% |
| Returns for 10 years | 18.60 | 113.92 | 16% |