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BSMIX vs VSMAX
BSMIX vs VSMAX Comparison
Open Charts BSMIX vs VSMAX
iShares Russell Small/Mid-Cap Idx Instl
Price$19.45
Change+$1.07 (+5.82%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Index Admiral Shares
Price$130.42
Change+$7.86 (+6.41%)
VolumeN/A
Net Assets162.31B
BSMIX vs VSMAX Comparison Chart in %
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BSMIX vs. VSMAX commentary
Feb 04, 2026
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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. BSMIX (1.17B). VSMAX (1.27) and BSMIX (1.24) have matching dividends . BSMIX was incepted earlier than VSMAX: BSMIX (10 years) vs VSMAX (25 years). BSMIX (0.12) is less costly to investors than VSMAX (0.05). BSMIX is a more actively managed with annual turnover of: 36.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than BSMIX: VSMAX (3000) vs BSMIX (2000000). BSMIX annual gain was more profitable for investors over the last year : 14.60 vs. VSMAX (10.71). VSMAX return over 5 years is better than : 31.93 vs. BSMIX (27.14).
| BSMIX | VSMAX | BSMIX / VSMAX | |
| Total Expense Ratio | 0.12 | 0.05 | 240% |
| Annual Report Gross Expense Ratio | 0.12 | 0.05 | 240% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | 6.342 | 5.535 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 162B | 1% |
| Annual Yield % from dividends | 1.24 | 1.27 | 97% |
| Returns for 1 year | 14.60 | 10.71 | 136% |
| Returns for 3 years | 35.96 | 33.11 | 109% |
| Returns for 5 years | 27.14 | 31.93 | 85% |
| Returns for 10 years | 167.28 | 186.87 | 90% |
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