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BDBKX vs NAESX
BDBKX vs NAESX Comparison
Open Charts BDBKX vs NAESX
iShares Russell 2000 Small-Cap Idx K
Price$25.61
Change-$0.31 (-1.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
BDBKX vs NAESX Comparison Chart
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BDBKX vs. NAESX commentary
Dec 19, 2024
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: 167B vs. BDBKX (3.04B). 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 : 19.54 vs. BDBKX (16.06). NAESX return over 5 years is better than : 53.79 vs. BDBKX (34.06).
| 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 | 13.438 | 17.994 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 167B | 2% |
| Annual Yield % from dividends | 1.49 | 1.31 | 113% |
| Returns for 1 year | 16.06 | 19.54 | 82% |
| Returns for 3 years | 7.42 | 15.71 | 47% |
| Returns for 5 years | 34.06 | 53.79 | 63% |
| Returns for 10 years | 74.08 | 124.30 | 60% |
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