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BSMIX vs VRTIX
BSMIX vs VRTIX Comparison
Open Charts BSMIX vs VRTIX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.22
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.06B
Vanguard Russell 2000 Index I
Price$376.58
Change-$2.27 (-0.60%)
VolumeN/A
Net Assets13.58B
BSMIX vs VRTIX Comparison Chart in %
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BSMIX vs. VRTIX commentary
Oct 19, 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 BSMIX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.6B vs. BSMIX (1.06B). BSMIX pays higher dividends than VRTIX: BSMIX (1.36) vs VRTIX (1.20). BSMIX was incepted earlier than VRTIX: BSMIX (10 years) vs VRTIX (15 years). BSMIX (0.14) is less costly to investors than VRTIX (0.07). BSMIX is a more actively managed with annual turnover of: 43.00 vs. VRTIX (12.00). BSMIX has a lower initial minimum investment than VRTIX: BSMIX (2000000) vs VRTIX (5000000). VRTIX annual gain was more profitable for investors over the last year : 7.92 vs. BSMIX (6.93). VRTIX return over 5 years is better than : 52.70 vs. BSMIX (47.10).
| BSMIX | VRTIX | BSMIX / VRTIX | |
| Total Expense Ratio | 0.13 | 0.07 | 186% |
| Annual Report Gross Expense Ratio | 0.14 | 0.07 | 200% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 9.323 | 10.362 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 13.6B | 8% |
| Annual Yield % from dividends | 1.36 | 1.20 | 113% |
| Returns for 1 year | 6.93 | 7.92 | 88% |
| Returns for 3 years | 41.01 | 41.48 | 99% |
| Returns for 5 years | 47.10 | 52.70 | 89% |
| Returns for 10 years | 116.47 | 120.39 | 97% |
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