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BSMIX vs VRTIX
BSMIX vs VRTIX Comparison
Open Charts BSMIX vs VRTIX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.67
Change+$0.22 (+1.19%)
VolumeN/A
Net Assets1.09B
Vanguard Russell 2000 Index I
Price$386.38
Change+$7.25 (+1.91%)
VolumeN/A
Net Assets13.89B
BSMIX vs VRTIX Comparison Chart in %
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BSMIX 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 BSMIX is a Buy and VRTIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. BSMIX (1.09B). BSMIX pays higher dividends than VRTIX: BSMIX (1.39) vs VRTIX (1.17). 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). BSMIX annual gain was more profitable for investors over the last year : 2.03 vs. VRTIX (1.83). VRTIX return over 5 years is better than : 35.85 vs. BSMIX (33.50).
| 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 | 10.943 | 11.294 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.09B | 13.9B | 8% |
| Annual Yield % from dividends | 1.39 | 1.17 | 119% |
| Returns for 1 year | 2.03 | 1.83 | 111% |
| Returns for 3 years | 31.53 | 32.06 | 98% |
| Returns for 5 years | 33.50 | 35.85 | 93% |
| Returns for 10 years | 116.52 | 118.08 | 99% |
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