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BSMIX vs NAESX
BSMIX vs NAESX Comparison
Open Charts BSMIX vs NAESX
iShares Russell Small/Mid-Cap Idx Instl
Price$16.30
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets954.41M
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
BSMIX vs NAESX Comparison Chart
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BSMIX vs. NAESX commentary
Jun 06, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BSMIX (954M). BSMIX (1.40) and NAESX (1.35) 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 (13.00). 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 : 4.88 vs. BSMIX (4.64). NAESX return over 5 years is better than : 52.45 vs. BSMIX (42.31).
| 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 | -2.830 | -3.929 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 148B | 1% |
| Annual Yield % from dividends | 1.40 | 1.35 | 103% |
| Returns for 1 year | 4.64 | 4.88 | 95% |
| Returns for 3 years | 14.58 | 18.26 | 80% |
| Returns for 5 years | 42.31 | 52.45 | 81% |
| Returns for 10 years | N/A | 95.90 | - |
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