Interact to see
Advertisement
Advertisement
BSMIX vs VRTIX
BSMIX vs VRTIX Comparison
Open Charts BSMIX vs VRTIX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.66
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets1.13B
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
BSMIX vs VRTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSMIX vs. VRTIX commentary
Dec 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. BSMIX (1.13B). 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 (0.12) is less costly to investors than VRTIX (0.07). BSMIX is a more actively managed with annual turnover of: 43.00 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 : 11.46 vs. BSMIX (9.87). BSMIX return over 5 years is better than : 30.46 vs. VRTIX (28.56).
| 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 | 11.963 | 13.890 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 5000000 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 14.3B | 8% |
| Annual Yield % from dividends | 1.39 | 1.17 | 119% |
| Returns for 1 year | 9.87 | 11.46 | 86% |
| Returns for 3 years | 46.50 | 46.71 | 100% |
| Returns for 5 years | 30.46 | 28.56 | 107% |
| Returns for 10 years | 122.71 | 128.00 | 96% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement