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BSMIX vs VSMAX
BSMIX vs VSMAX Comparison
Open Charts BSMIX vs VSMAX
iShares Russell Small/Mid-Cap Idx Instl
Price$16.25
Change-$0.29 (-1.75%)
VolumeN/A
Net Assets969.9M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BSMIX vs VSMAX Comparison Chart
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BSMIX vs. VSMAX 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. BSMIX (970M). VSMAX pays higher dividends than BSMIX: VSMAX (1.48) vs BSMIX (1.40). 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 (5.22) and BSMIX (5.06) have marching annual gain over last year. VSMAX return over 5 years is better than : 63.38 vs. BSMIX (52.35).
| 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 | -3.187 | -4.364 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 970M | 148B | 1% |
| Annual Yield % from dividends | 1.40 | 1.48 | 95% |
| Returns for 1 year | 5.06 | 5.22 | 97% |
| Returns for 3 years | 26.93 | 31.37 | 86% |
| Returns for 5 years | 52.35 | 63.38 | 83% |
| Returns for 10 years | N/A | 93.38 | - |
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