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BSMAX vs VRTIX
BSMAX vs VRTIX Comparison
Open Charts BSMAX vs VRTIX
iShares Russell Small/Mid-Cap Idx Inv A
Price$18.68
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets1.13B
Vanguard Russell 2000 Index I
Price$390.71
Change+$1.07 (+0.27%)
VolumeN/A
Net Assets14.25B
BSMAX vs VRTIX Comparison Chart in %
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BSMAX vs. VRTIX commentary
Dec 26, 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 BSMAX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. BSMAX (1.13B). VRTIX (1.17) and BSMAX (1.16) have matching dividends . BSMAX was incepted earlier than VRTIX: BSMAX (10 years) vs VRTIX (15 years). BSMAX (0.39) is less costly to investors than VRTIX (0.07). BSMAX is a more actively managed with annual turnover of: 43.00 vs. VRTIX (14.00). BSMAX has a lower initial minimum investment than VRTIX: BSMAX (1000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 13.07 vs. BSMAX (10.55). BSMAX (29.34) and VRTIX (29.26) have equivalent 5 years return.
| BSMAX | VRTIX | BSMAX / VRTIX | |
| Total Expense Ratio | 0.37 | 0.07 | 529% |
| Annual Report Gross Expense Ratio | 0.39 | 0.07 | 557% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 12.062 | 14.503 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 14.3B | 8% |
| Annual Yield % from dividends | 1.16 | 1.17 | 99% |
| Returns for 1 year | 10.55 | 13.07 | 81% |
| Returns for 3 years | 45.32 | 46.54 | 97% |
| Returns for 5 years | 29.34 | 29.26 | 100% |
| Returns for 10 years | 119.68 | 130.53 | 92% |
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