BVAOX
Price
$10.78
Change
+$0.04 (+0.37%)
Updated
Sep 5 closing price
Net Assets
166.04M
VSMAX
Price
$122.47
Change
+$0.86 (+0.71%)
Updated
Sep 5 closing price
Net Assets
161.26B
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BVAOX vs VSMAX

Header iconBVAOX vs VSMAX Comparison
Open Charts BVAOX vs VSMAXBanner chart's image
Madison Small Cap Y
Price$10.78
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets166.04M
Vanguard Small Cap Index Admiral Shares
Price$122.47
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
BVAOX vs VSMAX Comparison Chart in %
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VS
BVAOX vs. VSMAX commentary
Sep 07, 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 BVAOX is a Buy and VSMAX is a Hold.

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FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. BVAOX (166M). VSMAX pays higher dividends than BVAOX: VSMAX (1.31) vs BVAOX (0.06). BVAOX was incepted earlier than VSMAX: BVAOX (29 years) vs VSMAX (25 years). BVAOX (1.10) is less costly to investors than VSMAX (0.05). BVAOX is a more actively managed with annual turnover of: 39.00 vs. VSMAX (13.00). BVAOX has a lower initial minimum investment than VSMAX: BVAOX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 13.64 vs. BVAOX (-4.63). VSMAX return over 5 years is better than : 66.80 vs. BVAOX (-2.74).
BVAOXVSMAXBVAOX / VSMAX
Total Expense Ratio1.100.052,200%
Annual Report Gross Expense Ratio1.100.052,200%
Fund Existence29 years25 years-
Gain YTD-4.6866.527-72%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets166M161B0%
Annual Yield % from dividends0.061.315%
Returns for 1 year-4.6313.64-34%
Returns for 3 years17.1139.3543%
Returns for 5 years-2.7466.80-4%
Returns for 10 years-25.97132.90-20%
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