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BSMIX vs VSCPX
BSMIX vs VSCPX Comparison
Open Charts BSMIX vs VSCPX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.12
Change+$0.22 (+1.23%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Index InstlPlus
Price$353.49
Change+$2.47 (+0.70%)
VolumeN/A
Net Assets161.26B
BSMIX vs VSCPX Comparison Chart in %
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BSMIX vs. VSCPX commentary
Sep 07, 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 VSCPX is a Hold.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 161B vs. BSMIX (1.06B). BSMIX (1.38) and VSCPX (1.33) have matching dividends . BSMIX was incepted earlier than VSCPX: BSMIX (10 years) vs VSCPX (15 years). BSMIX (0.14) is less costly to investors than VSCPX (0.03). BSMIX is a more actively managed with annual turnover of: 43.00 vs. VSCPX (13.00). BSMIX has a lower initial minimum investment than VSCPX: BSMIX (2000000) vs VSCPX (100000000). BSMIX (13.68) and VSCPX (13.65) have marching annual gain over last year. VSCPX return over 5 years is better than : 66.83 vs. BSMIX (55.27).
| BSMIX | VSCPX | BSMIX / VSCPX | |
| Total Expense Ratio | 0.13 | 0.03 | 433% |
| Annual Report Gross Expense Ratio | 0.14 | 0.03 | 467% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 8.326 | 6.536 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 161B | 1% |
| Annual Yield % from dividends | 1.38 | 1.33 | 104% |
| Returns for 1 year | 13.68 | 13.65 | 100% |
| Returns for 3 years | 36.14 | 39.36 | 92% |
| Returns for 5 years | 55.27 | 66.83 | 83% |
| Returns for 10 years | 114.95 | 133.00 | 86% |
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