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BSMIX vs VSMAX
BSMIX vs VSMAX Comparison
Open Charts BSMIX vs VSMAX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.26
Change+$0.14 (+0.77%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Index Admiral Shares
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
BSMIX vs VSMAX Comparison Chart in %
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BSMIX vs. VSMAX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. BSMIX (1.06B). BSMIX pays higher dividends than VSMAX: BSMIX (1.38) vs VSMAX (1.31). 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 : 14.37 vs. VSMAX (13.64). VSMAX return over 5 years is better than : 66.80 vs. BSMIX (56.22).
| 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 | 8.984 | 6.527 | 138% |
| 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 | 161B | 1% |
| Annual Yield % from dividends | 1.38 | 1.31 | 105% |
| Returns for 1 year | 14.37 | 13.64 | 105% |
| Returns for 3 years | 36.96 | 39.35 | 94% |
| Returns for 5 years | 56.22 | 66.80 | 84% |
| Returns for 10 years | 116.25 | 132.90 | 87% |
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