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BOGIX vs VSMAX
BOGIX vs VSMAX Comparison
Open Charts BOGIX vs VSMAX
SGI Small Cap Core Fund I Shares
Price$31.43
Change+$0.11 (+0.35%)
VolumeN/A
Net Assets114.25M
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
BOGIX vs VSMAX Comparison Chart in %
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BOGIX vs. VSMAX commentary
Jul 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. BOGIX (114M). VSMAX pays higher dividends than BOGIX: VSMAX (1.40) vs BOGIX (0.63). 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 : 8.49 vs. BOGIX (-2.02). VSMAX return over 5 years is better than : 66.87 vs. BOGIX (19.28).
| 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 | 2.045 | 2.804 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 153B | 0% |
| Annual Yield % from dividends | 0.63 | 1.40 | 45% |
| Returns for 1 year | -2.02 | 8.49 | -24% |
| Returns for 3 years | 26.10 | 34.27 | 76% |
| Returns for 5 years | 19.28 | 66.87 | 29% |
| Returns for 10 years | 1.32 | 115.21 | 1% |
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