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BSVSX vs VSCPX
BSVSX vs VSCPX Comparison
Open Charts BSVSX vs VSCPX
Baird Equity Opportunity Investor
Price$14.40
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index InstlPlus
Price$326.54
Change-$2.23 (-0.68%)
VolumeN/A
CapitalizationN/A
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BSVSX vs VSCPX Comparison Chart
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BSVSX vs. VSCPX commentary
Sep 21, 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 BSVSX is a StrongBuy and VSCPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 149B vs. BSVSX (66.8M). VSCPX pays higher dividends than BSVSX: VSCPX (1.44) vs BSVSX (0.00). BSVSX was incepted earlier than VSCPX: BSVSX (12 years) vs VSCPX (14 years). BSVSX is a more actively managed with annual turnover of: 67.00 vs. VSCPX (12.00). BSVSX has a lower initial minimum investment than VSCPX: BSVSX (2500) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 20.76 vs. BSVSX (17.44). VSCPX return over 5 years is better than : 51.88 vs. BSVSX (-6.87).
| BSVSX | VSCPX | BSVSX / VSCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 6.878 | 9.741 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.44 | - |
| Returns for 1 year | 17.44 | 20.76 | 84% |
| Returns for 3 years | -17.08 | 5.72 | -299% |
| Returns for 5 years | -6.87 | 51.88 | -13% |
| Returns for 10 years | 2.05 | 114.22 | 2% |