BVAOX
Price
$10.50
Change
+$0.03 (+0.29%)
Updated
Aug 19 closing price
Net Assets
164.09M
VSMAX
Price
$117.94
Change
-$0.23 (-0.19%)
Updated
Aug 19 closing price
Net Assets
154.18B
Interact to see
Advertisement

BVAOX vs VSMAX

Header iconBVAOX vs VSMAX Comparison
Open Charts BVAOX vs VSMAXBanner chart's image
Madison Small Cap Y
Price$10.50
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets164.09M
Vanguard Small Cap Index Admiral Shares
Price$117.94
Change-$0.23 (-0.19%)
VolumeN/A
Net Assets154.18B
BVAOX vs VSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
BVAOX vs. VSMAX commentary
Aug 20, 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 BVAOX is a Buy and VSMAX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMAX has more cash in the bank: 154B vs. BVAOX (164M). VSMAX pays higher dividends than BVAOX: VSMAX (1.37) vs BVAOX (0.06). BVAOX was incepted earlier than VSMAX: BVAOX (29 years) vs VSMAX (25 years). BVAOX (1.10) is less costly to investors than VSMAX (0.05). BVAOX is a more actively managed with annual turnover of: 39.00 vs. VSMAX (13.00). BVAOX has a lower initial minimum investment than VSMAX: BVAOX (1000) vs VSMAX (3000). VSMAX annual gain was more profitable for investors over the last year : 9.30 vs. BVAOX (-7.78). VSMAX return over 5 years is better than : 59.00 vs. BVAOX (-5.71).
BVAOXVSMAXBVAOX / VSMAX
Total Expense Ratio1.100.052,200%
Annual Report Gross Expense Ratio1.100.052,200%
Fund Existence29 years25 years-
Gain YTD-7.4272.787-267%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets164M154B0%
Annual Yield % from dividends0.061.374%
Returns for 1 year-7.789.30-84%
Returns for 3 years3.4124.3414%
Returns for 5 years-5.7159.00-10%
Returns for 10 years-27.87125.47-22%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VMVLX263.810.23
+0.09%
Vanguard Mega Cap Value Index Instl
HGHTX40.40-0.07
-0.17%
Hartford Healthcare R5
NWHLX11.38-0.02
-0.18%
Nationwide Bailard Intl Eqs M
CRLVX11.13-0.02
-0.18%
Catholic Rspnsbl Invstmnts Intl Eq Inv
TGREX12.39-0.09
-0.72%
TCW Global Real Estate I