Interact to see
Advertisement
Advertisement
BDBKX vs NAESX
BDBKX vs NAESX Comparison
Open Charts BDBKX vs NAESX
iShares Russell 2000 Small-Cap Idx K
Price$27.46
Change+$0.20 (+0.73%)
VolumeN/A
Net Assets3.09B
Vanguard Small Cap Index I
Price$123.52
Change+$0.57 (+0.46%)
VolumeN/A
Net Assets161.26B
BDBKX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BDBKX vs. NAESX commentary
Oct 06, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BDBKX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BDBKX (3.09B). BDBKX pays higher dividends than NAESX: BDBKX (1.70) vs NAESX (1.23). BDBKX was incepted earlier than NAESX: BDBKX (15 years) vs NAESX (65 years). NAESX (0.17) is less costly to investors than BDBKX (0.07). BDBKX is a more actively managed with annual turnover of: 32.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than BDBKX: NAESX (3000) vs BDBKX (5000000). BDBKX annual gain was more profitable for investors over the last year : 12.31 vs. NAESX (10.62). NAESX return over 5 years is better than : 66.97 vs. BDBKX (53.96).
| BDBKX | NAESX | BDBKX / NAESX | |
| Total Expense Ratio | 0.07 | 0.17 | 41% |
| Annual Report Gross Expense Ratio | 0.07 | 0.17 | 41% |
| Fund Existence | 15 years | 65 years | - |
| Gain YTD | 12.233 | 7.501 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.09B | 161B | 2% |
| Annual Yield % from dividends | 1.70 | 1.23 | 138% |
| Returns for 1 year | 12.31 | 10.62 | 116% |
| Returns for 3 years | 39.92 | 42.45 | 94% |
| Returns for 5 years | 53.96 | 66.97 | 81% |
| Returns for 10 years | 96.73 | 139.53 | 69% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement