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BDSIX vs NAESX
BDSIX vs NAESX Comparison
Open Charts BDSIX vs NAESX
BlackRock Advantage Small Cap Core Instl
Price$19.19
Change-$0.22 (-1.13%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
BDSIX vs NAESX Comparison Chart
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BDSIX vs. NAESX commentary
Dec 19, 2024
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: 167B vs. BDSIX (4.34B). 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 (19.54) and BDSIX (19.32) have marching annual gain over last year. NAESX return over 5 years is better than : 53.79 vs. BDSIX (29.00).
| 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 | 16.723 | 17.994 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.34B | 167B | 3% |
| Annual Yield % from dividends | 0.90 | 1.31 | 69% |
| Returns for 1 year | 19.32 | 19.54 | 99% |
| Returns for 3 years | 10.36 | 15.71 | 66% |
| Returns for 5 years | 29.00 | 53.79 | 54% |
| Returns for 10 years | 87.51 | 124.30 | 70% |
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