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BOGIX vs VSMAX
BOGIX vs VSMAX Comparison
Open Charts BOGIX vs VSMAX
SGI Small Cap Core Fund I Shares
Price$29.55
Change-$0.55 (-1.83%)
VolumeN/A
Net Assets107.62M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BOGIX vs VSMAX Comparison Chart
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BOGIX vs. VSMAX commentary
Jun 16, 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 BOGIX is a Hold and VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. BOGIX (108M). VSMAX pays higher dividends than BOGIX: VSMAX (1.48) vs BOGIX (0.65). BOGIX was incepted earlier than VSMAX: BOGIX (26 years) vs VSMAX (25 years). BOGIX (1.25) is less costly to investors than VSMAX (0.05). BOGIX is a more actively managed with annual turnover of: 211.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than BOGIX: VSMAX (3000) vs BOGIX (10000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. BOGIX (-0.69). VSMAX return over 5 years is better than : 63.38 vs. BOGIX (24.15).
| BOGIX | VSMAX | BOGIX / VSMAX | |
| Total Expense Ratio | 1.23 | 0.05 | 2,460% |
| Annual Report Gross Expense Ratio | 1.25 | 0.05 | 2,500% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | -4.058 | -4.364 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 108M | 148B | 0% |
| Annual Yield % from dividends | 0.65 | 1.48 | 44% |
| Returns for 1 year | -0.69 | 5.22 | -13% |
| Returns for 3 years | 22.67 | 31.37 | 72% |
| Returns for 5 years | 24.15 | 63.38 | 38% |
| Returns for 10 years | -10.06 | 93.38 | -11% |
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