iShares Russell Small/Mid-Cap Index Fund (BSMIX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to BSMIX
BSMIX charges 0.12% annually. Among mutual funds in the Small Cap Blend Equities category, these options have the lowest expense ratios among BSMIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Small Cap Index Fund | 0.03% | Sep 8, 2011 | BSMIX vs FSSNX | |
| Vanguard Small-Cap Index Fund Institutional Plus S... | 0.03% | Dec 17, 2010 | BSMIX vs VSCPX | |
| Schwab Small-Cap Index Fund-Select Shares | 0.04% | May 19, 1997 | BSMIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | Jul 7, 1997 | BSMIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | Nov 13, 2000 | BSMIX vs VSMAX |
Best Risk-Adjusted Alternatives to BSMIX
Among mutual funds in the Small Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Auer Growth Fund | 90 | Dec 28, 2007 | BSMIX vs AUERX | |
| DFA International Small Company Portfolio | 83 | Sep 30, 1996 | BSMIX vs DFISX | |
| Royce Micro Cap Series Fund | 83 | Dec 31, 1991 | BSMIX vs RYOTX | |
| TETON Westwood SmallCap Equity Fund | 83 | Apr 15, 1997 | BSMIX vs WESCX | |
| T. Rowe Price Small-Cap Value Fund | 77 | Jun 30, 1988 | BSMIX vs PRSVX |
Top Performing BSMIX Alternatives (YTD)
BSMIX alternatives from the Small Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Harbor Small Cap Value Fund | 8.12% | Dec 14, 2001 | BSMIX vs HASCX | |
| TETON Westwood SmallCap Equity Fund | 6.21% | Apr 15, 1997 | BSMIX vs WESCX | |
| Royce Micro Cap Series Fund | 6.06% | Dec 31, 1991 | BSMIX vs RYOTX | |
| TETON Westwood Mighty Mites Fund | 4.76% | May 11, 1998 | BSMIX vs WEMMX | |
| River Oak Discovery Fund | 4.25% | Jun 30, 2005 | BSMIX vs RIVSX |
Lowest Volatility Alternatives to BSMIX
BSMIX alternatives from the Small Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| DFA International Small Company Portfolio | 15.38% | Sep 30, 1996 | BSMIX vs DFISX | |
| DWS Small Cap Core Fund | 17.54% | Jul 14, 2000 | BSMIX vs SSLCX | |
| Hennessy Cornerstone Growth Fund | 18.55% | Nov 1, 1996 | BSMIX vs HFCGX | |
| Boston Trust Small Cap Fund | 18.96% | — | BSMIX vs BOSOX | |
| Copeland SMID Cap Dividend Growth Fund | 19.31% | Feb 27, 2017 | BSMIX vs CSMDX |
Lowest Drawdown Alternatives to BSMIX
BSMIX alternatives from the Small Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| DWS Small Cap Core Fund | -10.06% | Jul 14, 2000 | BSMIX vs SSLCX | |
| TETON Westwood Mighty Mites Fund | -11.39% | May 11, 1998 | BSMIX vs WEMMX | |
| Cambiar Small Cap Fund | -11.67% | Aug 31, 2004 | BSMIX vs CAMSX | |
| Virtus Small-Cap Fund | -11.76% | Jul 1, 2013 | BSMIX vs AZBIX | |
| Boston Trust Small Cap Fund | -11.89% | — | BSMIX vs BOSOX |
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Often Compared With BSMIX
What investors most often compare with BSMIX, 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.