iShares Russell Small/Mid-Cap Index Fund Investor A Shares (BSMAX) belongs to the Small Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with BSMAX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BSMAX
BSMAX charges 0.37% annually. There are 22 mutual funds in the Small Cap Blend Equities category with lower expense ratios, going as low as 0.03%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | — | Sep 2011 | BSMAX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.03% | 188.20B | Jul 1997 | BSMAX vs VSCIX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | BSMAX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.55B | May 1997 | BSMAX vs SWSSX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 188.20B | Nov 2000 | BSMAX vs VSMAX |
Best Risk-Adjusted Alternatives to BSMAX
BSMAX has a PortfoliosLab risk / return rank of 74. There are 79 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 94.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Glenmede Quantitative U.S. Small Cap Equity Portfo... | 94 | — | Nov 2017 | BSMAX vs GQSCX | |
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | BSMAX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | BSMAX vs WESCX | |
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | BSMAX vs MOPIX | |
| Voya Index Plus SmallCap Portfolio | 91 | — | Dec 1997 | BSMAX vs IPSIX |
Top Performing BSMAX Alternatives (YTD)
BSMAX is at 19.75% YTD. There are 80 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 36.56%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Paradigm Micro-cap Fund | 36.56% | — | Dec 2007 | BSMAX vs PVIVX | |
| Royce Micro Cap Series Fund | 36.20% | — | Dec 1991 | BSMAX vs RYOTX | |
| River Oak Discovery Fund | 30.41% | — | Jun 2005 | BSMAX vs RIVSX | |
| Harbor Small Cap Value Fund | 29.69% | — | Dec 2001 | BSMAX vs HASCX | |
| Keeley Small Cap Fund Class Institutional | 29.60% | — | Apr 1997 | BSMAX vs WWSIX |
Lowest Volatility Alternatives to BSMAX
BSMAX has 17.77% 1-year volatility. There are 79 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 14.01%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 14.01% | — | Nov 1996 | BSMAX vs HFCGX | |
| DFA International Small Company Portfolio | 14.37% | 15.77B | Sep 1996 | BSMAX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.39% | — | Feb 2017 | BSMAX vs CSMDX | |
| FullerThaler Behavioral Small-Cap Equity Fund Clas... | 14.86% | — | Sep 2011 | BSMAX vs FTHSX | |
| Fuller & Thaler Behavioral Small-Cap Equity Fund | 14.88% | — | Sep 2011 | BSMAX vs FTHNX |
Lowest Drawdown Alternatives to BSMAX
BSMAX has a 1-year max drawdown of -9.46%. There are 62 mutual funds in the Small Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -7.63%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Voya Index Plus SmallCap Portfolio | -7.63% | — | Dec 1997 | BSMAX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | BSMAX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 3.10B | Apr 2006 | BSMAX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | 7.83B | Dec 1981 | BSMAX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | BSMAX vs BIAUX |
Other Mutual Funds from iShares
The 10 most viewed iShares mutual funds shown here include BTMKX, BSPIX, BSPGX and span 5 categories.
Compare BSMAX with Any Fund or Stock
Compare BSMAX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BSMAX with funds that move differently
iShares Russell Small/Mid-Cap Index Fund Investor A Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSMAX.
Explore BSMAX Diversifiers