iShares Russell Small/Mid-Cap Index Fund (BSMIX) 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 BSMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to BSMIX
BSMIX charges 0.12% annually. There are 12 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 | BSMIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | — | Dec 2010 | BSMIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | 7.66B | May 1997 | BSMIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 182.70B | Jul 1997 | BSMIX vs VSCIX | |
| TIAA-CREF Small-Cap Blend Index Fund | 0.05% | — | Oct 2002 | BSMIX vs TISBX |
Best Risk-Adjusted Alternatives to BSMIX
BSMIX has a PortfoliosLab risk / return rank of 74. There are 47 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 | |
|---|---|---|---|---|---|
| Keeley Small Cap Fund Class Institutional | 94 | — | Apr 1997 | BSMIX vs WWSIX | |
| TETON Westwood SmallCap Equity Fund | 94 | — | Apr 1997 | BSMIX vs WESCX | |
| MainStay WMC Small Companies Fund | 93 | — | Jan 1987 | BSMIX vs MOPIX | |
| River Oak Discovery Fund | 92 | — | Jun 2005 | BSMIX vs RIVSX | |
| Royce Micro Cap Series Fund | 90 | — | Dec 1991 | BSMIX vs RYOTX |
Top Performing BSMIX Alternatives (YTD)
BSMIX is at 21.86% YTD. There are 45 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 40.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 40.27% | — | Dec 1991 | BSMIX vs RYOTX | |
| Paradigm Micro-cap Fund | 36.98% | — | Dec 2007 | BSMIX vs PVIVX | |
| River Oak Discovery Fund | 34.51% | — | Jun 2005 | BSMIX vs RIVSX | |
| Hodges Small Cap Fund | 34.04% | — | Dec 2007 | BSMIX vs HDPSX | |
| Harbor Small Cap Value Fund | 33.41% | — | Dec 2001 | BSMIX vs HASCX |
Lowest Volatility Alternatives to BSMIX
BSMIX has 17.86% 1-year volatility. There are 70 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 13.52%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 13.52% | — | Nov 1996 | BSMIX vs HFCGX | |
| DFA International Small Company Portfolio | 14.12% | — | Sep 1996 | BSMIX vs DFISX | |
| Copeland SMID Cap Dividend Growth Fund | 14.69% | — | Feb 2017 | BSMIX vs CSMDX | |
| DWS Small Cap Core Fund | 14.87% | — | Jul 2000 | BSMIX vs SSLCX | |
| Boston Trust Small Cap Fund | 15.22% | — | — | BSMIX vs BOSOX |
Lowest Drawdown Alternatives to BSMIX
BSMIX has a 1-year max drawdown of -9.39%. There are 55 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 | BSMIX vs IPSIX | |
| Hennessy Cornerstone Growth Fund | -7.82% | — | Nov 1996 | BSMIX vs HFCGX | |
| Vanguard Strategic Small-Cap Equity Fund | -8.08% | 2.90B | Apr 2006 | BSMIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | BSMIX vs DFSCX | |
| Sit Small Cap Dividend Growth Fund | -8.22% | — | Mar 2015 | BSMIX vs SSCDX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include ECAT, WFSPX, BDMIX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| BlackRock ESG Capital Allocation Term Trust | Tactical Allocation, Derivative Income, ESG | 30 | 11.26% | — | Sep 2021 | BSMIX vs ECAT | |
| iShares S&P 500 Index Fund Class K | S&P 500 | 65 | 9.77% | — | Jul 1993 | BSMIX vs WFSPX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 96 | 13.03% | — | Dec 2012 | BSMIX vs BDMIX | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 12.39% | — | May 2011 | BSMIX vs LIVIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.90% | — | Dec 1991 | BSMIX vs FASGX | |
| BlackRock Enhanced Equity Dividend Fund | Derivative Income | 28 | 1.80% | — | Aug 2005 | BSMIX vs BDJ | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 64 | 11.89% | — | Jul 2010 | BSMIX vs ASFYX | |
| BlackRock Technology Opportunities Fund Investor A | Technology Equities | 69 | 43.67% | — | Apr 2000 | BSMIX vs BGSAX | |
| Fidelity Asset Manager 40% Fund | Diversified Portfolio | 79 | 7.45% | — | Oct 2007 | BSMIX vs FFANX | |
| Fidelity Asset Manager 85% Fund | Diversified Portfolio | 77 | 14.17% | — | Sep 1999 | BSMIX vs FAMRX |
Often Compared With BSMIX
Investors most often compare BSMIX with BKLC, PRFZ, BKMC. These 20 comparison targets span 11 categories, based on PortfoliosLab usage data.
Compare BSMIX with Any Fund or Stock
Compare BSMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair BSMIX with funds that move differently
iShares Russell Small/Mid-Cap Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to BSMIX.
Explore BSMIX Diversifiers