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BSMIX vs VSMAX
BSMIX vs VSMAX Comparison
Open Charts BSMIX vs VSMAX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.22
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Index Admiral Shares
Price$121.32
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
BSMIX vs VSMAX Comparison Chart in %
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BSMIX vs. VSMAX commentary
Oct 19, 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 VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 162B vs. BSMIX (1.06B). BSMIX (1.36) and VSMAX (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). BSMIX annual gain was more profitable for investors over the last year : 6.93 vs. VSMAX (4.95). VSMAX return over 5 years is better than : 55.46 vs. BSMIX (47.10).
| 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 | 9.323 | 5.599 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 162B | 1% |
| Annual Yield % from dividends | 1.36 | 1.34 | 101% |
| Returns for 1 year | 6.93 | 4.95 | 140% |
| Returns for 3 years | 41.01 | 42.02 | 98% |
| Returns for 5 years | 47.10 | 55.46 | 85% |
| Returns for 10 years | 116.47 | 130.86 | 89% |
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