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BSMIX vs NAESX
BSMIX vs NAESX Comparison
Open Charts BSMIX vs NAESX
iShares Russell Small/Mid-Cap Idx Instl
Price$16.80
Change-$0.71 (-4.05%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
BSMIX vs NAESX Comparison Chart
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BSMIX vs. NAESX commentary
Dec 19, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. BSMIX (835M). 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 annual gain was more profitable for investors over the last year : 19.54 vs. BSMIX (17.69). NAESX return over 5 years is better than : 53.79 vs. BSMIX (42.77).
| 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 | 15.772 | 17.994 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 167B | 1% |
| Annual Yield % from dividends | 1.28 | 1.31 | 97% |
| Returns for 1 year | 17.69 | 19.54 | 91% |
| Returns for 3 years | 11.33 | 15.71 | 72% |
| Returns for 5 years | 42.77 | 53.79 | 80% |
| Returns for 10 years | N/A | 124.30 | - |
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