Ad is loading...
BSMAX vs NAESX
BSMAX vs NAESX Comparison
Open Charts BSMAX vs NAESX
iShares Russell Small/Mid-Cap Idx Inv A
Price$16.72
Change-$0.46 (-2.68%)
VolumeN/A
Net Assets844.74M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
BSMAX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BSMAX vs. NAESX commentary
Feb 23, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BSMAX (845M). NAESX pays higher dividends than BSMAX: NAESX (1.31) vs BSMAX (1.06). BSMAX was incepted earlier than NAESX: BSMAX (10 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). BSMAX (14.73) and NAESX (14.23) have marching annual gain over last year. NAESX return over 5 years is better than : 48.20 vs. BSMAX (36.79).
| BSMAX | NAESX | BSMAX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 64 years | - |
| Gain YTD | 3.274 | 2.371 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 845M | 161B | 1% |
| Annual Yield % from dividends | 1.06 | 1.31 | 81% |
| Returns for 1 year | 14.73 | 14.23 | 104% |
| Returns for 3 years | 15.98 | 21.97 | 73% |
| Returns for 5 years | 36.79 | 48.20 | 76% |
| Returns for 10 years | N/A | 110.71 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...