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BSMIX vs VSMAX

Both BSMIX and VSMAX are mutual funds. BSMIX has a higher 5-year return than VSMAX (14.71% vs 14.49%). BSMIX has a higher expense ratio than VSMAX (0.12% vs 0.05%). Below is the comparison between BSMIX and VSMAX.

BSMIX VSMAX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family BlackRock Vanguard
Net Assets $149.00M $55.67B
Expense Ratio 0.12% 0.05%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.92% 1.13%
Minimum Investment $2,000,000.00 $10,000.00
YTD Return 14.90% 14.72%
1-Year Return -0.36% 0.04%
3-Year Return 14.14% 13.89%
5-Year Return 14.71% 14.49%
10-Year Return N/A 13.15%

BSMIX description

The Fund seeks to track the performance of the small to mid-cap segment of the U.S. equity universe. The Fund seeks to track the investment results of the Russell 2500 Index, which measures the performance of the small to mid-cap segment of the U.S. equity universe, commonly referred to as smid cap.

BSMIX performance & returns

YTD Return 14.90%
1-Month Return -1.71%
3-Month Return -0.36%
1-Year Return -0.36%
3-Year Return 14.14%
5-Year Return 14.71%
10-Year Return N/A
BSMIX expense ratio is 0.12%.

BSMIX holdings

Top 10 Holdings (3.87% of Total Assets)

Name Symbol % Assets
BlackRock Cash Funds Treasury SL Agency XTSLA 0.99%
Immunomedics Inc N/A 0.39%
Horizon Therapeutics PLC HZNP 0.34%
Zillow Group Inc C Z 0.32%
Etsy Inc ETSY 0.32%
PerkinElmer Inc PKI 0.31%
NVR Inc NVR 0.31%
Catalent Inc CTLT 0.31%
Teradyne Inc TER 0.29%
Black Knight Inc A BKI 0.29%

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VSMAX description

The Fund seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks.

VSMAX performance & returns

YTD Return 14.72%
1-Month Return -1.44%
3-Month Return 0.04%
1-Year Return 0.04%
3-Year Return 13.89%
5-Year Return 14.49%
10-Year Return 13.15%
VSMAX expense ratio is 0.05%.

VSMAX holdings

Top 10 Holdings (3.87% of Total Assets)

Name Symbol % Assets
Immunomedics Inc N/A 0.46%
Horizon Therapeutics PLC HZNP 0.45%
Insulet Corp PODD 0.41%
Steris PLC STE 0.39%
Etsy Inc ETSY 0.38%
PerkinElmer Inc PKI 0.37%
IDEX Corp IEX 0.36%
Catalent Inc CTLT 0.36%
Zebra Technologies Corp ZBRA 0.35%
Teradyne Inc TER 0.34%

Other relevant VSMAX comparisons

You may also want to check out the following VSMAX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

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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