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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$16.75
Change+$0.23 (+1.39%)
VolumeN/A
Net Assets968.82M
Vanguard Small Cap Index I
Price$113.54
Change+$1.55 (+1.38%)
VolumeN/A
Net Assets147.56B
BSMAX vs NAESX Comparison Chart in %
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BSMAX vs. NAESX commentary
Jun 27, 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: 148B vs. BSMAX (969M). NAESX pays higher dividends than BSMAX: NAESX (1.35) vs BSMAX (1.14). 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 (7.95) and BSMAX (7.90) have marching annual gain over last year. NAESX return over 5 years is better than : 68.49 vs. BSMAX (54.93).
| 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 | -1.479 | -2.660 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 969M | 148B | 1% |
| Annual Yield % from dividends | 1.14 | 1.35 | 84% |
| Returns for 1 year | 7.90 | 7.95 | 99% |
| Returns for 3 years | 24.52 | 29.27 | 84% |
| Returns for 5 years | 54.93 | 68.49 | 80% |
| Returns for 10 years | N/A | 100.57 | - |
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