Interact to see
Advertisement
Advertisement
BSMIX vs VSCPX
BSMIX vs VSCPX Comparison
Open Charts BSMIX vs VSCPX
iShares Russell Small/Mid-Cap Idx Instl
Price$16.25
Change-$0.29 (-1.75%)
VolumeN/A
Net Assets969.9M
Vanguard Small Cap Index InstlPlus
Price$317.59
Change-$5.19 (-1.61%)
VolumeN/A
Net Assets147.56B
BSMIX vs VSCPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BSMIX vs. VSCPX commentary
Jun 14, 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 VSCPX is a Buy.
FUNDAMENTALS
Fundamentals
VSCPX has more cash in the bank: 148B vs. BSMIX (970M). VSCPX pays higher dividends than BSMIX: VSCPX (1.50) vs BSMIX (1.40). 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). VSCPX (5.23) and BSMIX (5.06) have marching annual gain over last year. VSCPX return over 5 years is better than : 63.41 vs. BSMIX (52.35).
| 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 | -3.187 | -4.355 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 100000000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 970M | 148B | 1% |
| Annual Yield % from dividends | 1.40 | 1.50 | 93% |
| Returns for 1 year | 5.06 | 5.23 | 97% |
| Returns for 3 years | 26.93 | 31.39 | 86% |
| Returns for 5 years | 52.35 | 63.41 | 83% |
| Returns for 10 years | N/A | 93.45 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement