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BDSCX vs VTMSX

Both BDSCX and VTMSX are mutual funds. BDSCX has a higher 5-year return than VTMSX (13.77% vs 13.41%). BDSCX has a higher expense ratio than VTMSX (1.5% vs 0.09%). Below is the comparison between BDSCX and VTMSX.

BDSCX VTMSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family BlackRock N/A
Net Assets $13.70M $8.43B
Expense Ratio 1.50% 0.09%
Management Style active passive (index-based)
Dividend Yield 0.00% 1.00%
Minimum Investment $1,000.00 $10,000.00
YTD Return 9.00% 16.64%
1-Year Return -4.53% -3.46%
3-Year Return 10.85% 9.26%
5-Year Return 13.77% 13.41%
10-Year Return N/A 12.74%

BDSCX description

The Fund seeks capital appreciation over the long term. Under normal circumstances, the Fund seeks to invest at least 80% of its net assets in equity securities or other financial instruments that are components of, or have market capitalizations similar to, the securities included in the Russell 2000 Index.

BDSCX performance & returns

YTD Return 9.00%
1-Month Return -6.17%
3-Month Return -4.53%
1-Year Return -4.53%
3-Year Return 10.85%
5-Year Return 13.77%
10-Year Return N/A
BDSCX expense ratio is 1.5%.

BDSCX holdings

Top 10 Holdings (9.61% of Total Assets)

Name Symbol % Assets
BlackRock Liquidity T-Fund Instl TSTXX 3.10%
Texas Roadhouse Inc TXRH 0.93%
Marcus & Millichap Inc MMI 0.79%
Generac Holdings Inc GNRC 0.73%
Qualys Inc QLYS 0.72%
Hamilton Lane Inc Class A HLNE 0.71%
M.D.C. Holdings Inc MDC 0.68%
Werner Enterprises Inc WERN 0.65%
New Jersey Resources Corp NJR 0.65%
Hub Group Inc Class A HUBG 0.65%

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VTMSX description

The Fund seeks long-term growth of capital by investing primarily in equity securities included in Standard & Poor's Small-Cap 600 Index.

VTMSX performance & returns

YTD Return 16.64%
1-Month Return -6.55%
3-Month Return -3.46%
1-Year Return -3.46%
3-Year Return 9.26%
5-Year Return 13.41%
10-Year Return 12.74%
VTMSX expense ratio is 0.09%.

VTMSX holdings

Top 10 Holdings (6.16% of Total Assets)

Name Symbol % Assets
Momenta Pharmaceuticals Inc N/A 0.91%
Meritage Homes Corp MTH 0.67%
Stamps.com Inc STMP 0.62%
NeoGenomics Inc NEO 0.60%
Neogen Corp NEOG 0.60%
Kinsale Capital Group Inc KNSL 0.59%
Simpson Manufacturing Co Inc SSD 0.58%
UFP Industries Inc UFPI 0.54%
Exponent Inc EXPO 0.53%
Brooks Automation Inc BRKS 0.52%

Other relevant VTMSX comparisons

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You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
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