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BSMKX vs VRTIX
BSMKX vs VRTIX Comparison
Open Charts BSMKX vs VRTIX
iShares Russell Small/Mid-Cap Idx K
Price$18.66
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets1.13B
Vanguard Russell 2000 Index I
Price$388.62
Change-$2.09 (-0.53%)
VolumeN/A
Net Assets14.25B
BSMKX vs VRTIX Comparison Chart in %
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BSMKX vs. VRTIX commentary
Dec 28, 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 BSMKX is a Buy and VRTIX is a Buy.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 14.3B vs. BSMKX (1.13B). BSMKX pays higher dividends than VRTIX: BSMKX (1.43) vs VRTIX (1.17). 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: 43.00 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 : 11.46 vs. BSMKX (9.91). BSMKX return over 5 years is better than : 30.75 vs. VRTIX (28.56).
| 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 | 12.003 | 13.890 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 14.3B | 8% |
| Annual Yield % from dividends | 1.43 | 1.17 | 122% |
| Returns for 1 year | 9.91 | 11.46 | 87% |
| Returns for 3 years | 46.68 | 46.71 | 100% |
| Returns for 5 years | 30.75 | 28.56 | 108% |
| Returns for 10 years | 123.61 | 128.00 | 97% |
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