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BDSIX vs NAESX
BDSIX vs NAESX Comparison
Open Charts BDSIX vs NAESX
BlackRock Advantage Small Cap Core Instl
Price$18.26
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets4.14B
Vanguard Small Cap Index I
Price$115.17
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
BDSIX vs NAESX Comparison Chart in %
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BDSIX vs. NAESX commentary
Aug 08, 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: 154B vs. BDSIX (4.14B). NAESX pays higher dividends than BDSIX: NAESX (1.25) vs BDSIX (0.77). 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 : 12.34 vs. BDSIX (9.26). NAESX return over 5 years is better than : 54.62 vs. BDSIX (29.16).
| 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 | -0.250 | 0.337 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.14B | 154B | 3% |
| Annual Yield % from dividends | 0.77 | 1.25 | 61% |
| Returns for 1 year | 9.26 | 12.34 | 75% |
| Returns for 3 years | 20.59 | 22.72 | 91% |
| Returns for 5 years | 29.16 | 54.62 | 53% |
| Returns for 10 years | 69.23 | 107.61 | 64% |
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