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BSMKX vs VRTIX
BSMKX vs VRTIX Comparison
Open Charts BSMKX vs VRTIX
iShares Russell Small/Mid-Cap Idx K
Price$19.45
Change+$1.07 (+5.82%)
VolumeN/A
Net Assets1.17B
Vanguard Russell 2000 Index I
Price$406.50
Change+$27.42 (+7.23%)
VolumeN/A
Net Assets14.31B
BSMKX vs VRTIX Comparison Chart in %
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BSMKX vs. VRTIX 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 BSMKX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. BSMKX (1.17B). BSMKX pays higher dividends than VRTIX: BSMKX (1.28) vs VRTIX (1.19). BSMKX was incepted earlier than VRTIX: BSMKX (10 years) vs VRTIX (15 years). BSMKX (0.08) is less costly to investors than VRTIX (0.07). BSMKX is a more actively managed with annual turnover of: 36.00 vs. VRTIX (14.00). BSMKX (5000000) and VRTIX (5000000) have matching initial minimum investment requirements. VRTIX annual gain was more profitable for investors over the last year : 17.71 vs. BSMKX (14.66). BSMKX return over 5 years is better than : 27.44 vs. VRTIX (22.38).
| BSMKX | VRTIX | BSMKX / VRTIX | |
| Total Expense Ratio | 0.07 | 0.07 | 100% |
| Annual Report Gross Expense Ratio | 0.08 | 0.07 | 114% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 6.400 | 6.757 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 14.3B | 8% |
| Annual Yield % from dividends | 1.28 | 1.19 | 108% |
| Returns for 1 year | 14.66 | 17.71 | 83% |
| Returns for 3 years | 36.06 | 35.16 | 103% |
| Returns for 5 years | 27.44 | 22.38 | 123% |
| Returns for 10 years | 168.41 | 180.76 | 93% |
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