Interact to see
Advertisement
Advertisement
BSMKX vs VSMAX
BSMKX vs VSMAX Comparison
Open Charts BSMKX vs VSMAX
iShares Russell Small/Mid-Cap Idx K
Price$16.25
Change-$0.29 (-1.75%)
VolumeN/A
Net Assets953.56M
Vanguard Small Cap Index Admiral Shares
Price$110.03
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BSMKX vs VSMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BSMKX vs. VSMAX commentary
Jun 15, 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 VSMAX is a Buy.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 148B vs. BSMKX (954M). VSMAX (1.48) and BSMKX (1.44) have matching dividends . BSMKX was incepted earlier than VSMAX: BSMKX (10 years) vs VSMAX (25 years). BSMKX (0.10) is less costly to investors than VSMAX (0.05). BSMKX is a more actively managed with annual turnover of: 43.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than BSMKX: VSMAX (3000) vs BSMKX (5000000). VSMAX (5.22) and BSMKX (5.10) have marching annual gain over last year. VSMAX return over 5 years is better than : 63.38 vs. BSMKX (52.70).
| BSMKX | VSMAX | BSMKX / VSMAX | |
| Total Expense Ratio | 0.08 | 0.05 | 160% |
| Annual Report Gross Expense Ratio | 0.10 | 0.05 | 200% |
| Fund Existence | 10 years | 25 years | - |
| Gain YTD | -3.175 | -4.364 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 148B | 1% |
| Annual Yield % from dividends | 1.44 | 1.48 | 98% |
| Returns for 1 year | 5.10 | 5.22 | 98% |
| Returns for 3 years | 27.11 | 31.37 | 86% |
| Returns for 5 years | 52.70 | 63.38 | 83% |
| Returns for 10 years | N/A | 93.38 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement