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BDSIX vs NAESX
BDSIX vs NAESX Comparison
Open Charts BDSIX vs NAESX
BlackRock Advantage Small Cap Core Instl
Price$15.90
Change-$1.16 (-6.80%)
VolumeN/A
Net Assets3.85B
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
BDSIX vs NAESX Comparison Chart
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BDSIX vs. NAESX commentary
Apr 05, 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: 153B vs. BDSIX (3.85B). 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 : 1.18 vs. BDSIX (-0.90). NAESX return over 5 years is better than : 115.68 vs. BDSIX (81.40).
| 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 | -7.232 | -5.833 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.85B | 153B | 3% |
| Annual Yield % from dividends | 0.83 | 1.39 | 60% |
| Returns for 1 year | -0.90 | 1.18 | -77% |
| Returns for 3 years | 1.88 | 6.44 | 29% |
| Returns for 5 years | 81.40 | 115.68 | 70% |
| Returns for 10 years | 56.58 | 90.61 | 62% |
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