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BSVIX vs VSMAX
BSVIX vs VSMAX Comparison
Open Charts BSVIX vs VSMAX
Baird Equity Opportunity Institutional
Price$16.87
Change+$0.22 (+1.32%)
VolumeN/A
Net Assets79.17M
Vanguard Small Cap Index Admiral Shares
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
BSVIX vs VSMAX Comparison Chart in %
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BSVIX vs. VSMAX commentary
Sep 09, 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 BSVIX is a StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. BSVIX (79.2M). VSMAX pays higher dividends than BSVIX: VSMAX (1.31) vs BSVIX (0.02). BSVIX was incepted earlier than VSMAX: BSVIX (13 years) vs VSMAX (25 years). BSVIX (1.73) is less costly to investors than VSMAX (0.05). BSVIX is a more actively managed with annual turnover of: 76.00 vs. VSMAX (13.00). VSMAX has a lower initial minimum investment than BSVIX: VSMAX (3000) vs BSVIX (10000). BSVIX annual gain was more profitable for investors over the last year : 20.70 vs. VSMAX (13.64). VSMAX return over 5 years is better than : 66.80 vs. BSVIX (26.93).
| BSVIX | VSMAX | BSVIX / VSMAX | |
| Total Expense Ratio | 1.25 | 0.05 | 2,500% |
| Annual Report Gross Expense Ratio | 1.73 | 0.05 | 3,460% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 2.813 | 6.527 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.2M | 161B | 0% |
| Annual Yield % from dividends | 0.02 | 1.31 | 2% |
| Returns for 1 year | 20.70 | 13.64 | 152% |
| Returns for 3 years | 7.31 | 39.35 | 19% |
| Returns for 5 years | 26.93 | 66.80 | 40% |
| Returns for 10 years | 28.83 | 132.90 | 22% |
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