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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$18.24
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Index I
Price$122.51
Change+$0.13 (+0.11%)
VolumeN/A
Net Assets161.26B
BSMAX vs NAESX Comparison Chart in %
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BSMAX vs. NAESX commentary
Sep 16, 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: 161B vs. BSMAX (1.06B). NAESX (1.20) and BSMAX (1.15) have matching dividends . 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). BSMAX annual gain was more profitable for investors over the last year : 11.86 vs. NAESX (11.09). NAESX return over 5 years is better than : 65.23 vs. BSMAX (52.66).
| 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 | 8.971 | 6.442 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 161B | 1% |
| Annual Yield % from dividends | 1.15 | 1.20 | 96% |
| Returns for 1 year | 11.86 | 11.09 | 107% |
| Returns for 3 years | 35.76 | 38.85 | 92% |
| Returns for 5 years | 52.66 | 65.23 | 81% |
| Returns for 10 years | 112.12 | 132.46 | 85% |
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