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BDSIX vs NAESX
BDSIX vs NAESX Comparison
Open Charts BDSIX vs NAESX
BlackRock Advantage Small Cap Core Instl
Price$16.33
Change+$0.34 (+2.13%)
VolumeN/A
Net Assets3.64B
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
BDSIX vs NAESX Comparison Chart
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BDSIX vs. NAESX commentary
Apr 26, 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: 143B vs. BDSIX (3.64B). NAESX pays higher dividends than BDSIX: NAESX (1.39) vs BDSIX (0.83). 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 (12.00). 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 : -2.36 vs. BDSIX (-3.56). NAESX return over 5 years is better than : 71.57 vs. BDSIX (44.72).
| 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 | -13.051 | -12.247 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.64B | 143B | 3% |
| Annual Yield % from dividends | 0.83 | 1.39 | 60% |
| Returns for 1 year | -3.56 | -2.36 | 151% |
| Returns for 3 years | 1.83 | 4.67 | 39% |
| Returns for 5 years | 44.72 | 71.57 | 62% |
| Returns for 10 years | 46.63 | 78.60 | 59% |