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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$19.41
Change+$1.06 (+5.78%)
VolumeN/A
Net Assets1.16B
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
BSMAX vs VRTIX Comparison Chart in %
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BSMAX vs. VRTIX commentary
Feb 04, 2026
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 Hold and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. BSMAX (1.16B). VRTIX pays higher dividends than BSMAX: VRTIX (1.19) vs BSMAX (1.02). 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: 36.00 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 : 15.85 vs. BSMAX (12.55). BSMAX return over 5 years is better than : 27.12 vs. VRTIX (24.42).
| 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 | 5.973 | 6.424 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 14.3B | 8% |
| Annual Yield % from dividends | 1.02 | 1.19 | 86% |
| Returns for 1 year | 12.55 | 15.85 | 79% |
| Returns for 3 years | 34.36 | 34.74 | 99% |
| Returns for 5 years | 27.12 | 24.42 | 111% |
| Returns for 10 years | 160.38 | 179.89 | 89% |
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