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BDBKX vs NAESX
BDBKX vs NAESX Comparison
Open Charts BDBKX vs NAESX
iShares Russell 2000 Small-Cap Idx K
Price$21.16
Change+$0.31 (+1.49%)
VolumeN/A
Net Assets2.41B
Vanguard Small Cap Index I
Price$100.96
Change+$1.49 (+1.50%)
VolumeN/A
Net Assets143.36B
BDBKX vs NAESX Comparison Chart
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BDBKX vs. NAESX commentary
Apr 25, 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: 143B vs. BDBKX (2.41B). BDBKX pays higher dividends than NAESX: BDBKX (2.10) vs NAESX (1.39). BDBKX was incepted earlier than NAESX: BDBKX (14 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: 29.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than BDBKX: NAESX (3000) vs BDBKX (5000000). NAESX annual gain was more profitable for investors over the last year : -3.88 vs. BDBKX (-6.84). NAESX return over 5 years is better than : 69.04 vs. BDBKX (46.65).
| BDBKX | NAESX | BDBKX / NAESX | |
| Total Expense Ratio | 0.07 | 0.17 | 41% |
| Annual Report Gross Expense Ratio | 0.07 | 0.17 | 41% |
| Fund Existence | 14 years | 65 years | - |
| Gain YTD | -14.863 | -13.542 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.41B | 143B | 2% |
| Annual Yield % from dividends | 2.10 | 1.39 | 151% |
| Returns for 1 year | -6.84 | -3.88 | 176% |
| Returns for 3 years | -2.44 | 3.78 | -64% |
| Returns for 5 years | 46.65 | 69.04 | 68% |
| Returns for 10 years | 33.01 | 74.33 | 44% |
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