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BSVSX vs VSMAX
BSVSX vs VSMAX Comparison
Open Charts BSVSX vs VSMAX
Baird Equity Opportunity Investor
Price$16.03
Change-$0.27 (-1.66%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$118.05
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
BSVSX vs VSMAX Comparison Chart
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VS
BSVSX 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 BSVSX is a Buy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. BSVSX (74M). VSMAX pays higher dividends than BSVSX: VSMAX (1.42) vs BSVSX (0.00). BSVSX was incepted earlier than VSMAX: BSVSX (13 years) vs VSMAX (24 years). BSVSX is a more actively managed with annual turnover of: 67.00 vs. VSMAX (12.00). BSVSX has a lower initial minimum investment than VSMAX: BSVSX (2500) vs VSMAX (3000). BSVSX annual gain was more profitable for investors over the last year : 36.31 vs. VSMAX (30.28). VSMAX return over 5 years is better than : 55.62 vs. BSVSX (2.64).
| BSVSX | VSMAX | BSVSX / 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 | 21.164 | 15.803 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 36.31 | 30.28 | 120% |
| Returns for 3 years | -13.96 | 4.74 | -295% |
| Returns for 5 years | 2.64 | 55.62 | 5% |
| Returns for 10 years | 16.60 | 123.30 | 13% |
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