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BOGIX vs VSMAX
BOGIX vs VSMAX Comparison
Open Charts BOGIX vs VSMAX
SGI Small Cap Core Fund I Shares
Price$33.62
Change-$0.06 (-0.18%)
VolumeN/A
Net Assets121.7M
Vanguard Small Cap Index Admiral Shares
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
BOGIX vs VSMAX Comparison Chart in %
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BOGIX vs. VSMAX commentary
Sep 09, 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 StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. BOGIX (122M). VSMAX pays higher dividends than BOGIX: VSMAX (1.31) vs BOGIX (0.58). 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 : 13.64 vs. BOGIX (9.40). VSMAX return over 5 years is better than : 66.80 vs. BOGIX (24.81).
| 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 | 9.351 | 6.527 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 122M | 161B | 0% |
| Annual Yield % from dividends | 0.58 | 1.31 | 44% |
| Returns for 1 year | 9.40 | 13.64 | 69% |
| Returns for 3 years | 36.44 | 39.35 | 93% |
| Returns for 5 years | 24.81 | 66.80 | 37% |
| Returns for 10 years | 13.89 | 132.90 | 10% |
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