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BDSIX vs NAESX
BDSIX vs NAESX Comparison
Open Charts BDSIX vs NAESX
BlackRock Advantage Small Cap Core Instl
Price$18.91
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.25B
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
BDSIX vs NAESX Comparison Chart
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BDSIX vs. NAESX commentary
Jan 19, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. BDSIX (4.25B). NAESX pays higher dividends than BDSIX: NAESX (1.31) vs BDSIX (0.90). BDSIX was incepted earlier than NAESX: BDSIX (12 years) vs NAESX (64 years). BDSIX is a more actively managed with annual turnover of: 93.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than BDSIX: NAESX (3000) vs BDSIX (2000000). NAESX (21.23) and BDSIX (20.25) have marching annual gain over last year. NAESX return over 5 years is better than : 48.81 vs. BDSIX (24.38).
| BDSIX | NAESX | BDSIX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 64 years | - |
| Gain YTD | 2.828 | 3.370 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.25B | 155B | 3% |
| Annual Yield % from dividends | 0.90 | 1.31 | 69% |
| Returns for 1 year | 20.25 | 21.23 | 95% |
| Returns for 3 years | 12.73 | 17.16 | 74% |
| Returns for 5 years | 24.38 | 48.81 | 50% |
| Returns for 10 years | 87.50 | 126.44 | 69% |