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BDBKX vs NAESX
BDBKX vs NAESX Comparison
Open Charts BDBKX vs NAESX
iShares Russell 2000 Small-Cap Idx K
Price$25.00
Change+$0.10 (+0.40%)
VolumeN/A
Net Assets2.92B
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
BDBKX vs NAESX Comparison Chart
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BDBKX vs. NAESX commentary
Jan 19, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. BDBKX (2.92B). BDBKX pays higher dividends than NAESX: BDBKX (1.49) vs NAESX (1.31). BDBKX was incepted earlier than NAESX: BDBKX (14 years) vs NAESX (64 years). 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 : 21.23 vs. BDBKX (16.68). NAESX return over 5 years is better than : 48.81 vs. BDBKX (28.24).
| BDBKX | NAESX | BDBKX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 64 years | - |
| Gain YTD | 2.082 | 3.370 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.92B | 155B | 2% |
| Annual Yield % from dividends | 1.49 | 1.31 | 113% |
| Returns for 1 year | 16.68 | 21.23 | 79% |
| Returns for 3 years | 8.69 | 17.16 | 51% |
| Returns for 5 years | 28.24 | 48.81 | 58% |
| Returns for 10 years | 73.40 | 126.44 | 58% |
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