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% | 7.51B | May 1997 | BSMIX vs SWSSX | |
| Vanguard Small-Cap Index Fund Institutional Shares | 0.04% | 177.40B | Jul 1997 | BSMIX vs VSCIX | |
| Vanguard Small-Cap Index Fund Admiral Shares | 0.05% | 177.40B | Nov 2000 | BSMIX vs VSMAX |
Best Risk-Adjusted Alternatives to BSMIX
BSMIX has a PortfoliosLab risk / return rank of 67. There are 37 mutual funds in the Small Cap Blend Equities category with higher risk-adjusted ranks, going as high as 91.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| MainStay WMC Small Companies Fund | 91 | — | Jan 1987 | BSMIX vs MOPIX | |
| Auer Growth Fund | 90 | — | Dec 2007 | BSMIX vs AUERX | |
| River Oak Discovery Fund | 90 | — | Jun 2005 | BSMIX vs RIVSX | |
| TETON Westwood SmallCap Equity Fund | 89 | — | Apr 1997 | BSMIX vs WESCX | |
| Keeley Small Cap Fund Class Institutional | 89 | — | Apr 1997 | BSMIX vs WWSIX |
Top Performing BSMIX Alternatives (YTD)
BSMIX is at 19.06% YTD. There are 29 mutual funds in the Small Cap Blend Equities category with higher YTD returns, going as high as 37.74%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Royce Micro Cap Series Fund | 37.74% | — | Dec 1991 | BSMIX vs RYOTX | |
| River Oak Discovery Fund | 32.82% | — | Jun 2005 | BSMIX vs RIVSX | |
| Paradigm Micro-cap Fund | 32.57% | — | Dec 2007 | BSMIX vs PVIVX | |
| Hodges Small Cap Fund | 31.07% | — | Dec 2007 | BSMIX vs HDPSX | |
| MainStay WMC Small Companies Fund | 27.70% | — | Jan 1987 | BSMIX vs MOPIX |
Lowest Volatility Alternatives to BSMIX
BSMIX has 17.21% 1-year volatility. There are 49 mutual funds in the Small Cap Blend Equities category with lower 1-year volatility, going as low as 12.96%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Hennessy Cornerstone Growth Fund | 12.96% | — | Nov 1996 | BSMIX vs HFCGX | |
| DFA International Small Company Portfolio | 13.77% | — | Sep 1996 | BSMIX vs DFISX | |
| DWS Small Cap Core Fund | 14.28% | — | Jul 2000 | BSMIX vs SSLCX | |
| Copeland SMID Cap Dividend Growth Fund | 14.46% | — | Feb 2017 | BSMIX vs CSMDX | |
| Boston Trust Small Cap Fund | 15.10% | — | — | 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% | 2.80B | Apr 2006 | BSMIX vs VSTCX | |
| DFA U.S. Micro Cap Portfolio | -8.17% | — | Dec 1981 | BSMIX vs DFSCX | |
| Brown Advisory Small-Cap Fundamental Value Fund | -8.22% | — | Dec 2008 | BSMIX vs BIAUX |
Other Mutual Funds from BlackRock
The 10 most viewed BlackRock mutual funds shown here include NASDX, VFAIX, VTMFX and span 10 categories. AUM among these funds goes as high as $29B.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Shelton Capital Management Nasdaq-100 Index Fund D... | Large Cap Growth Equities | 75 | 21.38% | — | Jan 2000 | BSMIX vs NASDX | |
| Vanguard Financials Index Fund Admiral Shares | Financials Equities | 4 | -5.08% | 13.70B | Feb 2004 | BSMIX vs VFAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | Diversified Portfolio | 81 | 6.03% | 11.90B | Sep 1994 | BSMIX vs VTMFX | |
| Vanguard Tax-Managed Capital Appreciation Fund Adm... | Large Cap Blend Equities | 70 | 11.31% | 28.60B | Sep 1994 | BSMIX vs VTCLX | |
| iShares S&P 500 Index Fund | S&P 500 | 73 | 11.69% | — | Jul 1993 | BSMIX vs WFSPX | |
| BlackRock ESG Capital Allocation Term Trust | Derivative Income, ESG | 28 | 11.23% | — | Sep 2021 | BSMIX vs ECAT | |
| BlackRock LifePath Index 2055 Fund | Target Retirement Date | 69 | 13.10% | — | May 2011 | BSMIX vs LIVIX | |
| BlackRock Global Long/Short Equity Fund Class I | Long-Short | 92 | 12.48% | — | Dec 2012 | BSMIX vs BDMIX | |
| Fidelity Asset Manager 70% Fund | Diversified Portfolio | 77 | 11.93% | — | Dec 1991 | BSMIX vs FASGX | |
| AlphaSimplex Managed Futures Strategy Fund Class Y | Systematic Trend | 67 | 15.25% | — | Jul 2010 | BSMIX vs ASFYX |
Often Compared With BSMIX
Investors most often compare BSMIX with BKLC, PRFZ, BKMC. These 20 comparison targets span 7 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