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BSMIX vs NAESX
BSMIX vs NAESX Comparison
Open Charts BSMIX vs NAESX
iShares Russell Small/Mid-Cap Idx Instl
Price$17.46
Change-$0.21 (-1.19%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
BSMIX vs NAESX Comparison Chart
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BSMIX vs. NAESX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. BSMIX (650M). NAESX (1.31) and BSMIX (1.28) have matching dividends . BSMIX was incepted earlier than NAESX: BSMIX (9 years) vs NAESX (64 years). BSMIX is a more actively managed with annual turnover of: 30.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than BSMIX: NAESX (3000) vs BSMIX (2000000). NAESX (30.24) and BSMIX (29.94) have marching annual gain over last year. NAESX return over 5 years is better than : 55.43 vs. BSMIX (44.11).
| BSMIX | NAESX | BSMIX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 64 years | - |
| Gain YTD | 14.816 | 15.758 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 151B | 0% |
| Annual Yield % from dividends | 1.28 | 1.31 | 97% |
| Returns for 1 year | 29.94 | 30.24 | 99% |
| Returns for 3 years | -2.07 | 4.66 | -44% |
| Returns for 5 years | 44.11 | 55.43 | 80% |
| Returns for 10 years | N/A | 122.58 | - |
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