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BDBKX vs NAESX
BDBKX vs NAESX Comparison
Open Charts BDBKX vs NAESX
iShares Russell 2000 Small-Cap Idx K
Price$26.65
Change+$0.10 (+0.38%)
VolumeN/A
Net Assets3B
Vanguard Small Cap Index I
Price$122.51
Change+$0.13 (+0.11%)
VolumeN/A
Net Assets161.26B
BDBKX vs NAESX Comparison Chart in %
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BDBKX vs. NAESX commentary
Sep 16, 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 (3B). BDBKX pays higher dividends than NAESX: BDBKX (1.75) vs NAESX (1.20). 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: 32.00 vs. NAESX (13.00). 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 : 13.21 vs. BDBKX (11.27). NAESX return over 5 years is better than : 70.59 vs. BDBKX (53.18).
| 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 | 8.514 | 6.442 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3B | 161B | 2% |
| Annual Yield % from dividends | 1.75 | 1.20 | 146% |
| Returns for 1 year | 11.27 | 13.21 | 85% |
| Returns for 3 years | 31.39 | 35.98 | 87% |
| Returns for 5 years | 53.18 | 70.59 | 75% |
| Returns for 10 years | 85.13 | 131.44 | 65% |
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