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BSMAX vs VSCPX
BSMAX vs VSCPX Comparison
Open Charts BSMAX vs VSCPX
iShares Russell Small/Mid-Cap Idx Inv A
Price$16.22
Change-$0.28 (-1.70%)
VolumeN/A
Net Assets953.56M
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
BSMAX vs VSCPX Comparison Chart
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BSMAX vs. VSCPX commentary
Jun 16, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. BSMAX (954M). VSCPX pays higher dividends than BSMAX: VSCPX (1.50) vs BSMAX (1.14). BSMAX was incepted earlier than VSCPX: BSMAX (10 years) vs VSCPX (15 years). BSMAX (0.41) is less costly to investors than VSCPX (0.03). BSMAX is a more actively managed with annual turnover of: 43.00 vs. VSCPX (13.00). BSMAX has a lower initial minimum investment than VSCPX: BSMAX (1000) vs VSCPX (100000000). VSCPX annual gain was more profitable for investors over the last year : 5.23 vs. BSMAX (4.85). VSCPX return over 5 years is better than : 63.41 vs. BSMAX (50.52).
| BSMAX | VSCPX | BSMAX / VSCPX | |
| Total Expense Ratio | 0.38 | 0.03 | 1,267% |
| Annual Report Gross Expense Ratio | 0.41 | 0.03 | 1,367% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | -3.269 | -4.355 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 148B | 1% |
| Annual Yield % from dividends | 1.14 | 1.50 | 76% |
| Returns for 1 year | 4.85 | 5.23 | 93% |
| Returns for 3 years | 26.00 | 31.39 | 83% |
| Returns for 5 years | 50.52 | 63.41 | 80% |
| Returns for 10 years | N/A | 93.45 | - |
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