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BSMIX vs VTMSX

Both BSMIX and VTMSX are mutual funds. BSMIX has a higher 5-year return than VTMSX (14.71% vs 14.06%). BSMIX has a higher expense ratio than VTMSX (0.12% vs 0.09%). Below is the comparison between BSMIX and VTMSX.

BSMIX VTMSX
Security Type Mutual fund Mutual fund
Segment U.S. Equity: Small Blend U.S. Equity: Small Blend
Family BlackRock Vanguard
Net Assets $149.00M $8.43B
Expense Ratio 0.12% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield 0.92% 1.00%
Minimum Investment $2,000,000.00 $10,000.00
YTD Return 14.90% 20.63%
1-Year Return -0.36% -0.04%
3-Year Return 14.14% 10.66%
5-Year Return 14.71% 14.06%
10-Year Return N/A 13.52%

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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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 20.63%
1-Month Return -2.36%
3-Month Return -0.04%
1-Year Return -0.04%
3-Year Return 10.66%
5-Year Return 14.06%
10-Year Return 13.52%
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%

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