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BSMIX vs VSMAX
BSMIX vs VSMAX Comparison
Open Charts BSMIX vs VSMAX
iShares Russell Small/Mid-Cap Idx Instl
Price$17.49
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index Admiral Shares
Price$118.19
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
BSMIX vs VSMAX Comparison Chart in %
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BSMIX vs. VSMAX commentary
Jul 27, 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 VSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 153B vs. BSMIX (1.02B). VSMAX (1.40) and BSMIX (1.34) have matching dividends . BSMIX was incepted earlier than VSMAX: BSMIX (10 years) vs VSMAX (25 years). BSMIX (0.14) is less costly to investors than VSMAX (0.05). BSMIX is a more actively managed with annual turnover of: 43.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than BSMIX: VSMAX (3000) vs BSMIX (2000000). VSMAX annual gain was more profitable for investors over the last year : 8.49 vs. BSMIX (7.99). VSMAX return over 5 years is better than : 66.87 vs. BSMIX (55.72).
| BSMIX | VSMAX | BSMIX / VSMAX | |
| Total Expense Ratio | 0.13 | 0.05 | 260% |
| Annual Report Gross Expense Ratio | 0.14 | 0.05 | 280% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 4.560 | 2.804 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 153B | 1% |
| Annual Yield % from dividends | 1.34 | 1.40 | 96% |
| Returns for 1 year | 7.99 | 8.49 | 94% |
| Returns for 3 years | 30.93 | 34.27 | 90% |
| Returns for 5 years | 55.72 | 66.87 | 83% |
| Returns for 10 years | N/A | 115.21 | - |
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