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BDSIX vs NAESX
BDSIX vs NAESX Comparison
Open Charts BDSIX vs NAESX
BlackRock Advantage Small Cap Core Instl
Price$19.52
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets4.37B
Vanguard Small Cap Index I
Price$120.12
Change-$0.18 (-0.15%)
VolumeN/A
Net Assets154.18B
BDSIX vs NAESX Comparison Chart in %
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BDSIX vs. NAESX commentary
Sep 04, 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 (4.37B). NAESX pays higher dividends than BDSIX: NAESX (1.20) vs BDSIX (0.71). 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: 88.00 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 : 10.78 vs. BDSIX (10.22). NAESX return over 5 years is better than : 63.69 vs. BDSIX (40.58).
| 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 | 6.288 | 4.633 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.37B | 154B | 3% |
| Annual Yield % from dividends | 0.71 | 1.20 | 59% |
| Returns for 1 year | 10.22 | 10.78 | 95% |
| Returns for 3 years | 37.96 | 35.87 | 106% |
| Returns for 5 years | 40.58 | 63.69 | 64% |
| Returns for 10 years | 91.01 | 133.59 | 68% |
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