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BSVSX vs VSMAX
BSVSX vs VSMAX Comparison
Open Charts BSVSX vs VSMAX
Baird Equity Opportunity Investor
Price$14.40
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index Adm
Price$113.13
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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VS
VS
BSVSX vs VSMAX Comparison Chart
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BSVSX vs. VSMAX 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 149B vs. BSVSX (66.8M). VSMAX pays higher dividends than BSVSX: VSMAX (1.42) vs BSVSX (0.00). BSVSX was incepted earlier than VSMAX: BSVSX (12 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). VSMAX annual gain was more profitable for investors over the last year : 25.54 vs. BSVSX (17.44). VSMAX return over 5 years is better than : 53.45 vs. BSVSX (-6.87).
| BSVSX | VSMAX | BSVSX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 24 years | - |
| Gain YTD | 6.878 | 10.898 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 17.44 | 25.54 | 68% |
| Returns for 3 years | -17.08 | 8.91 | -192% |
| Returns for 5 years | -6.87 | 53.45 | -13% |
| Returns for 10 years | 2.05 | 121.55 | 2% |
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