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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$17.25
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets999.85M
Vanguard Small Cap Index I
Price$116.53
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets153.28B
BSMAX vs NAESX Comparison Chart in %
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BSMAX vs. NAESX commentary
Jul 19, 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 BSMAX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BSMAX (1B). NAESX pays higher dividends than BSMAX: NAESX (1.28) vs BSMAX (1.09). BSMAX was incepted earlier than NAESX: BSMAX (10 years) vs NAESX (65 years). BSMAX (0.41) is less costly to investors than NAESX (0.17). BSMAX is a more actively managed with annual turnover of: 43.00 vs. NAESX (13.00). 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 : 5.60 vs. BSMAX (5.29). NAESX return over 5 years is better than : 64.98 vs. BSMAX (52.60).
| BSMAX | NAESX | BSMAX / NAESX | |
| Total Expense Ratio | 0.38 | 0.17 | 224% |
| Annual Report Gross Expense Ratio | 0.41 | 0.17 | 241% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 3.409 | 1.502 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 153B | 1% |
| Annual Yield % from dividends | 1.09 | 1.28 | 85% |
| Returns for 1 year | 5.29 | 5.60 | 94% |
| Returns for 3 years | 33.32 | 37.53 | 89% |
| Returns for 5 years | 52.60 | 64.98 | 81% |
| Returns for 10 years | N/A | 107.40 | - |
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