Interact to see
Advertisement
Advertisement
BSMAX vs VSMAX
BSMAX vs VSMAX Comparison
Open Charts BSMAX vs VSMAX
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 Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BSMAX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BSMAX vs. VSMAX commentary
Jun 15, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. BSMAX (954M). VSMAX pays higher dividends than BSMAX: VSMAX (1.48) vs BSMAX (1.14). BSMAX was incepted earlier than VSMAX: BSMAX (10 years) vs VSMAX (25 years). BSMAX (0.41) is less costly to investors than VSMAX (0.05). BSMAX is a more actively managed with annual turnover of: 43.00 vs. VSMAX (13.00). BSMAX has a lower initial minimum investment than VSMAX: BSMAX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 5.22 vs. BSMAX (4.85). VSMAX return over 5 years is better than : 63.38 vs. BSMAX (50.52).
| BSMAX | VSMAX | BSMAX / VSMAX | |
| Total Expense Ratio | 0.38 | 0.05 | 760% |
| Annual Report Gross Expense Ratio | 0.41 | 0.05 | 820% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -3.269 | -4.364 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 148B | 1% |
| Annual Yield % from dividends | 1.14 | 1.48 | 77% |
| Returns for 1 year | 4.85 | 5.22 | 93% |
| Returns for 3 years | 26.00 | 31.37 | 83% |
| Returns for 5 years | 50.52 | 63.38 | 80% |
| Returns for 10 years | N/A | 93.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement