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BDSIX vs NAESX
BDSIX vs NAESX Comparison
Open Charts BDSIX vs NAESX
BlackRock Advantage Small Cap Core Instl
Price$17.07
Change-$0.03 (-0.18%)
VolumeN/A
Net Assets3.92B
Vanguard Small Cap Index I
Price$108.59
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
BDSIX vs NAESX Comparison Chart
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BDSIX vs. NAESX commentary
May 23, 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 BDSIX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. BDSIX (3.92B). NAESX pays higher dividends than BDSIX: NAESX (1.43) vs BDSIX (0.85). BDSIX was incepted earlier than NAESX: BDSIX (12 years) vs NAESX (65 years). BDSIX (0.57) is less costly to investors than NAESX (0.17). BDSIX is a more actively managed with annual turnover of: 75.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than BDSIX: NAESX (3000) vs BDSIX (2000000). NAESX annual gain was more profitable for investors over the last year : 1.75 vs. BDSIX (-1.46). NAESX return over 5 years is better than : 67.31 vs. BDSIX (40.02).
| BDSIX | NAESX | BDSIX / NAESX | |
| Total Expense Ratio | 0.50 | 0.17 | 294% |
| Annual Report Gross Expense Ratio | 0.57 | 0.17 | 335% |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | -7.015 | -5.554 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.92B | 140B | 3% |
| Annual Yield % from dividends | 0.85 | 1.43 | 60% |
| Returns for 1 year | -1.46 | 1.75 | -84% |
| Returns for 3 years | 19.02 | 22.26 | 85% |
| Returns for 5 years | 40.02 | 67.31 | 59% |
| Returns for 10 years | 55.88 | 90.72 | 62% |
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