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BSMIX vs NAESX
BSMIX vs NAESX Comparison
Open Charts BSMIX vs NAESX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.60
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.08B
Vanguard Small Cap Index I
Price$123.73
Change+$0.21 (+0.17%)
VolumeN/A
Net Assets162.36B
BSMIX vs NAESX Comparison Chart in %
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BSMIX vs. NAESX commentary
Oct 07, 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: 162B vs. BSMIX (1.08B). BSMIX pays higher dividends than NAESX: BSMIX (1.36) vs NAESX (1.23). 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). BSMIX annual gain was more profitable for investors over the last year : 11.65 vs. NAESX (9.31). NAESX return over 5 years is better than : 60.60 vs. BSMIX (51.74).
| 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 | 11.196 | 7.501 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 162B | 1% |
| Annual Yield % from dividends | 1.36 | 1.23 | 111% |
| Returns for 1 year | 11.65 | 9.31 | 125% |
| Returns for 3 years | 47.14 | 48.29 | 98% |
| Returns for 5 years | 51.74 | 60.60 | 85% |
| Returns for 10 years | 119.27 | 133.33 | 89% |
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