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BSMIX vs NAESX
BSMIX vs NAESX Comparison
Open Charts BSMIX vs NAESX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.10
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets1.04B
Vanguard Small Cap Index I
Price$121.46
Change+$0.30 (+0.25%)
VolumeN/A
Net Assets154.18B
BSMIX vs NAESX Comparison Chart in %
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BSMIX vs. NAESX commentary
Aug 30, 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: 154B vs. BSMIX (1.04B). BSMIX pays higher dividends than NAESX: BSMIX (1.45) vs NAESX (1.25). 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 : 10.77 vs. NAESX (9.99). NAESX return over 5 years is better than : 60.61 vs. BSMIX (50.78).
| 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 | 7.967 | 5.381 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 154B | 1% |
| Annual Yield % from dividends | 1.45 | 1.25 | 116% |
| Returns for 1 year | 10.77 | 9.99 | 108% |
| Returns for 3 years | 30.17 | 32.16 | 94% |
| Returns for 5 years | 50.78 | 60.61 | 84% |
| Returns for 10 years | 114.91 | 130.39 | 88% |
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