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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$18.41
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets1.08B
Vanguard Russell 2000 Index I
Price$379.13
Change-$0.63 (-0.17%)
VolumeN/A
Net Assets13.89B
BSMAX vs VRTIX Comparison Chart in %
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BSMAX vs. VRTIX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. BSMAX (1.08B). VRTIX (1.17) and BSMAX (1.16) have matching dividends . BSMAX was incepted earlier than VRTIX: BSMAX (10 years) vs VRTIX (15 years). BSMAX (0.41) 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 (1.83) and BSMAX (1.76) have marching annual gain over last year. VRTIX return over 5 years is better than : 35.85 vs. BSMAX (31.77).
| 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 | 10.683 | 11.294 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 13.9B | 8% |
| Annual Yield % from dividends | 1.16 | 1.17 | 99% |
| Returns for 1 year | 1.76 | 1.83 | 97% |
| Returns for 3 years | 30.52 | 32.06 | 95% |
| Returns for 5 years | 31.77 | 35.85 | 89% |
| Returns for 10 years | 111.72 | 118.08 | 95% |
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