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BSMKX vs VRTIX
BSMKX vs VRTIX Comparison
Open Charts BSMKX vs VRTIX
iShares Russell Small/Mid-Cap Idx K
Price$17.96
Change-$0.42 (-2.29%)
VolumeN/A
Net Assets1.06B
Vanguard Russell 2000 Index I
Price$366.15
Change-$10.42 (-2.77%)
VolumeN/A
Net Assets13.89B
BSMKX vs VRTIX Comparison Chart in %
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BSMKX vs. VRTIX commentary
Nov 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 BSMKX is a Hold and VRTIX is a Hold.
FUNDAMENTALS
Fundamentals
VRTIX has more cash in the bank: 13.9B vs. BSMKX (1.06B). BSMKX pays higher dividends than VRTIX: BSMKX (1.46) vs VRTIX (1.18). BSMKX was incepted earlier than VRTIX: BSMKX (10 years) vs VRTIX (15 years). BSMKX (0.10) is less costly to investors than VRTIX (0.07). BSMKX is a more actively managed with annual turnover of: 43.00 vs. VRTIX (12.00). BSMKX (5000000) and VRTIX (5000000) have matching initial minimum investment requirements. BSMKX annual gain was more profitable for investors over the last year : 3.84 vs. VRTIX (2.86). VRTIX return over 5 years is better than : 42.91 vs. BSMKX (40.39).
| BSMKX | VRTIX | BSMKX / VRTIX | |
| Total Expense Ratio | 0.08 | 0.07 | 114% |
| Annual Report Gross Expense Ratio | 0.10 | 0.07 | 143% |
| Fund Existence | 10 years | 15 years | - |
| Gain YTD | 10.323 | 10.359 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 5000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 13.9B | 8% |
| Annual Yield % from dividends | 1.46 | 1.18 | 123% |
| Returns for 1 year | 3.84 | 2.86 | 134% |
| Returns for 3 years | 32.55 | 31.84 | 102% |
| Returns for 5 years | 40.39 | 42.91 | 94% |
| Returns for 10 years | 123.23 | 123.36 | 100% |
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