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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$14.77
Change-$1.06 (-6.70%)
VolumeN/A
Net Assets805.07M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
BSMAX vs NAESX Comparison Chart
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BSMAX vs. NAESX commentary
Apr 04, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BSMAX (805M). NAESX pays higher dividends than BSMAX: NAESX (1.39) 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 (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 : 1.18 vs. BSMAX (-0.22). NAESX return over 5 years is better than : 115.68 vs. BSMAX (95.73).
| 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 | -5.774 | -5.833 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 805M | 153B | 1% |
| Annual Yield % from dividends | 1.14 | 1.39 | 82% |
| Returns for 1 year | -0.22 | 1.18 | -18% |
| Returns for 3 years | 1.50 | 6.44 | 23% |
| Returns for 5 years | 95.73 | 115.68 | 83% |
| Returns for 10 years | N/A | 90.61 | - |
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