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BSMIX vs NAESX
BSMIX vs NAESX Comparison
Open Charts BSMIX vs NAESX
iShares Russell Small/Mid-Cap Idx Instl
Price$15.12
Change+$0.31 (+2.09%)
VolumeN/A
Net Assets772.63M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
BSMIX vs NAESX Comparison Chart
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BSMIX vs. NAESX commentary
Apr 25, 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 BSMIX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. BSMIX (773M). BSMIX (1.41) and NAESX (1.39) have matching dividends . BSMIX was incepted earlier than NAESX: BSMIX (10 years) vs NAESX (65 years). NAESX (0.17) is less costly to investors than BSMIX (0.14). BSMIX is a more actively managed with annual turnover of: 43.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than BSMIX: NAESX (3000) vs BSMIX (2000000). NAESX annual gain was more profitable for investors over the last year : -2.36 vs. BSMIX (-2.83). NAESX return over 5 years is better than : 71.57 vs. BSMIX (58.27).
| BSMIX | NAESX | BSMIX / NAESX | |
| Total Expense Ratio | 0.13 | 0.17 | 76% |
| Annual Report Gross Expense Ratio | 0.14 | 0.17 | 82% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -11.766 | -12.247 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 773M | 143B | 1% |
| Annual Yield % from dividends | 1.41 | 1.39 | 101% |
| Returns for 1 year | -2.83 | -2.36 | 120% |
| Returns for 3 years | 1.45 | 4.67 | 31% |
| Returns for 5 years | 58.27 | 71.57 | 81% |
| Returns for 10 years | N/A | 78.60 | - |
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