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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$18.18
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets1.06B
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
BSMAX vs VRTIX Comparison Chart in %
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BSMAX vs. VRTIX commentary
Oct 18, 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 Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. BSMAX (1.06B). VRTIX pays higher dividends than BSMAX: VRTIX (1.20) vs BSMAX (1.13). BSMAX was incepted earlier than VRTIX: BSMAX (10 years) vs VRTIX (15 years). BSMAX (0.41) is less costly to investors than VRTIX (0.07). BSMAX is a more actively managed with annual turnover of: 43.00 vs. VRTIX (12.00). 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 : 7.92 vs. BSMAX (6.60). VRTIX return over 5 years is better than : 52.70 vs. BSMAX (45.22).
| BSMAX | VRTIX | BSMAX / VRTIX | |
| Total Expense Ratio | 0.38 | 0.07 | 543% |
| Annual Report Gross Expense Ratio | 0.41 | 0.07 | 586% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 9.063 | 10.362 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 13.6B | 8% |
| Annual Yield % from dividends | 1.13 | 1.20 | 94% |
| Returns for 1 year | 6.60 | 7.92 | 83% |
| Returns for 3 years | 39.86 | 41.48 | 96% |
| Returns for 5 years | 45.22 | 52.70 | 86% |
| Returns for 10 years | 111.44 | 120.39 | 93% |
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