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BDBKX vs NAESX
BDBKX vs NAESX Comparison
Open Charts BDBKX vs NAESX
iShares Russell 2000 Small-Cap Idx K
Price$21.06
Change-$1.48 (-6.57%)
VolumeN/A
Net Assets2.6B
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
BDBKX vs NAESX Comparison Chart
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BDBKX vs. NAESX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BDBKX (2.6B). 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 : 1.18 vs. BDBKX (-2.29). NAESX return over 5 years is better than : 115.68 vs. BDBKX (85.83).
| 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 | -7.962 | -5.833 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.6B | 153B | 2% |
| Annual Yield % from dividends | 2.10 | 1.39 | 151% |
| Returns for 1 year | -2.29 | 1.18 | -195% |
| Returns for 3 years | -2.09 | 6.44 | -32% |
| Returns for 5 years | 85.83 | 115.68 | 74% |
| Returns for 10 years | 45.20 | 90.61 | 50% |
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