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BSVSX vs VSMAX
BSVSX vs VSMAX Comparison
Open Charts BSVSX vs VSMAX
Baird Equity Opportunity Investor
Price$15.98
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets75.89M
Vanguard Small Cap Index Admiral Shares
Price$117.86
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
BSVSX vs VSMAX Comparison Chart in %
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BSVSX vs. VSMAX commentary
Aug 17, 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 BSVSX is a Buy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. BSVSX (75.9M). VSMAX pays higher dividends than BSVSX: VSMAX (1.37) vs BSVSX (0.01). BSVSX was incepted earlier than VSMAX: BSVSX (13 years) vs VSMAX (25 years). BSVSX (1.98) is less costly to investors than VSMAX (0.05). BSVSX is a more actively managed with annual turnover of: 76.00 vs. VSMAX (13.00). BSVSX has a lower initial minimum investment than VSMAX: BSVSX (2500) vs VSMAX (3000). BSVSX annual gain was more profitable for investors over the last year : 17.68 vs. VSMAX (9.17). VSMAX return over 5 years is better than : 57.73 vs. BSVSX (16.27).
| BSVSX | VSMAX | BSVSX / VSMAX | |
| Total Expense Ratio | 1.50 | 0.05 | 3,000% |
| Annual Report Gross Expense Ratio | 1.98 | 0.05 | 3,960% |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | -1.297 | 2.517 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.9M | 154B | 0% |
| Annual Yield % from dividends | 0.01 | 1.37 | 0% |
| Returns for 1 year | 17.68 | 9.17 | 193% |
| Returns for 3 years | -6.32 | 20.48 | -31% |
| Returns for 5 years | 16.27 | 57.73 | 28% |
| Returns for 10 years | 17.21 | 113.12 | 15% |
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