BVAOX
Price
$10.77
Change
+$0.05 (+0.47%)
Updated
Oct 27 closing price
Net Assets
162.69M
VSMAX
Price
$124.58
Change
+$0.56 (+0.45%)
Updated
Oct 27 closing price
Net Assets
162.36B
Interact to see
Advertisement

BVAOX vs VSMAX

Header iconBVAOX vs VSMAX Comparison
Open Charts BVAOX vs VSMAXBanner chart's image
Madison Small Cap Y
Price$10.77
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets162.69M
Vanguard Small Cap Index Admiral Shares
Price$124.58
Change+$0.56 (+0.45%)
VolumeN/A
Net Assets162.36B
BVAOX vs VSMAX Comparison Chart in %
View a ticker or compare two or three
VS
BVAOX vs. VSMAX commentary
Oct 28, 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 Hold and VSMAX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. BVAOX (163M). VSMAX pays higher dividends than BVAOX: VSMAX (1.34) 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 : 9.87 vs. BVAOX (-10.09). VSMAX return over 5 years is better than : 67.78 vs. BVAOX (-3.72).
BVAOXVSMAXBVAOX / VSMAX
Total Expense Ratio1.100.052,200%
Annual Report Gross Expense Ratio1.100.052,200%
Fund Existence29 years25 years-
Gain YTD-5.2177.949-66%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets163M162B0%
Annual Yield % from dividends0.061.344%
Returns for 1 year-10.099.87-102%
Returns for 3 years14.5939.2837%
Returns for 5 years-3.7267.78-5%
Returns for 10 years-23.40135.74-17%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HEQFX5.09N/A
N/A
Monteagle Opportunity Equity Inv
TILHX33.28N/A
N/A
Nuveen Large Cap Growth I
TDFIX8.61N/A
N/A
Transamerica Sustainable Equity Inc I
IHSVX31.85N/A
N/A
Hartford Small Company R6
RYPFX9.68-0.01
-0.10%
Royce Small-Cap Fund Svc