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BSVSX vs VSMAX
BSVSX vs VSMAX Comparison
Open Charts BSVSX vs VSMAX
Baird Equity Opportunity Investor
Price$16.69
Change+$0.21 (+1.27%)
VolumeN/A
Net Assets79.39M
Vanguard Small Cap Index Admiral Shares
Price$122.62
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
BSVSX vs VSMAX Comparison Chart in %
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BSVSX 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 BSVSX is a StrongBuy and VSMAX is a Hold.
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 161B vs. BSVSX (79.4M). VSMAX pays higher dividends than BSVSX: VSMAX (1.31) 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 : 23.73 vs. VSMAX (13.64). VSMAX return over 5 years is better than : 66.80 vs. BSVSX (26.64).
| 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 | 3.088 | 6.527 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.4M | 161B | 0% |
| Annual Yield % from dividends | 0.01 | 1.31 | 0% |
| Returns for 1 year | 23.73 | 13.64 | 174% |
| Returns for 3 years | 2.27 | 39.35 | 6% |
| Returns for 5 years | 26.64 | 66.80 | 40% |
| Returns for 10 years | 26.53 | 132.90 | 20% |
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