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BSMIX vs VRTIX
BSMIX vs VRTIX Comparison
Open Charts BSMIX vs VRTIX
iShares Russell Small/Mid-Cap Idx Instl
Price$19.45
Change+$1.07 (+5.82%)
VolumeN/A
Net Assets1.17B
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
BSMIX vs VRTIX Comparison Chart in %
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BSMIX vs. VRTIX commentary
Feb 04, 2026
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: 14.3B vs. BSMIX (1.17B). BSMIX (1.24) and VRTIX (1.19) have matching dividends . BSMIX was incepted earlier than VRTIX: BSMIX (10 years) vs VRTIX (15 years). BSMIX (0.12) is less costly to investors than VRTIX (0.07). BSMIX is a more actively managed with annual turnover of: 36.00 vs. VRTIX (14.00). 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 : 17.71 vs. BSMIX (14.60). BSMIX return over 5 years is better than : 27.14 vs. VRTIX (22.38).
| BSMIX | VRTIX | BSMIX / VRTIX | |
| Total Expense Ratio | 0.12 | 0.07 | 171% |
| Annual Report Gross Expense Ratio | 0.12 | 0.07 | 171% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 6.342 | 6.757 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 14.3B | 8% |
| Annual Yield % from dividends | 1.24 | 1.19 | 104% |
| Returns for 1 year | 14.60 | 17.71 | 82% |
| Returns for 3 years | 35.96 | 35.16 | 102% |
| Returns for 5 years | 27.14 | 22.38 | 121% |
| Returns for 10 years | 167.28 | 180.76 | 93% |
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