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BSMAX vs NAESX
BSMAX vs NAESX Comparison
Open Charts BSMAX vs NAESX
iShares Russell Small/Mid-Cap Idx Inv A
Price$17.49
Change-$0.19 (-1.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
BSMAX vs NAESX Comparison Chart
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BSMAX vs. NAESX commentary
Dec 18, 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 BSMAX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. BSMAX (845M). NAESX pays higher dividends than BSMAX: NAESX (1.31) vs BSMAX (1.06). BSMAX was incepted earlier than NAESX: BSMAX (9 years) vs NAESX (64 years). BSMAX is a more actively managed with annual turnover of: 30.00 vs. NAESX (12.00). BSMAX has a lower initial minimum investment than NAESX: BSMAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. BSMAX (17.50). NAESX return over 5 years is better than : 53.79 vs. BSMAX (41.15).
| BSMAX | NAESX | BSMAX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | 15.582 | 17.994 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 845M | 167B | 1% |
| Annual Yield % from dividends | 1.06 | 1.31 | 81% |
| Returns for 1 year | 17.50 | 19.54 | 90% |
| Returns for 3 years | 10.50 | 15.71 | 67% |
| Returns for 5 years | 41.15 | 53.79 | 77% |
| Returns for 10 years | N/A | 124.30 | - |
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