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BVAOX vs VSMAX
BVAOX vs VSMAX Comparison
Open Charts BVAOX vs VSMAX
Vanguard Small Cap Index
Price$123.45
Change+$1.87 (+1.54%)
VolumeN/A
CapitalizationN/A
BVAOX vs VSMAX Comparison Chart
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VS
VS
BVAOX vs. VSMAX commentary
Nov 23, 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 BVAOX is a StrongBuy and VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 151B vs. BVAOX (200M). VSMAX pays higher dividends than BVAOX: VSMAX (1.42) vs BVAOX (0.00). BVAOX was incepted earlier than VSMAX: BVAOX (28 years) vs VSMAX (24 years). BVAOX is a more actively managed with annual turnover of: 39.00 vs. VSMAX (12.00). BVAOX has a lower initial minimum investment than VSMAX: BVAOX (1000) vs VSMAX (3000). BVAOX annual gain was more profitable for investors over the last year : 38.68 vs. VSMAX (32.49). VSMAX return over 5 years is better than : 61.09 vs. BVAOX (11.68).
| BVAOX | VSMAX | BVAOX / VSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 24 years | - |
| Gain YTD | 25.984 | 19.265 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 200M | 151B | 0% |
| Annual Yield % from dividends | 0.00 | 1.42 | - |
| Returns for 1 year | 38.68 | 32.49 | 119% |
| Returns for 3 years | -19.95 | 10.66 | -187% |
| Returns for 5 years | 11.68 | 61.09 | 19% |
| Returns for 10 years | -23.27 | 126.80 | -18% |