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BSMIX vs NAESX
BSMIX vs NAESX Comparison
Open Charts BSMIX vs NAESX
iShares Russell Small/Mid-Cap Idx Instl
Price$17.15
Change+$0.04 (+0.23%)
VolumeN/A
Net Assets997.37M
Vanguard Small Cap Index I
Price$115.70
Change+$0.08 (+0.07%)
VolumeN/A
Net Assets154.18B
BSMIX vs NAESX Comparison Chart in %
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BSMIX vs. NAESX commentary
Aug 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: 154B vs. BSMIX (997M). 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). NAESX (12.68) and BSMIX (12.56) have marching annual gain over last year. NAESX return over 5 years is better than : 56.12 vs. BSMIX (46.03).
| 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 | 2.288 | 0.563 | 407% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 997M | 154B | 1% |
| Annual Yield % from dividends | 1.45 | 1.25 | 116% |
| Returns for 1 year | 12.56 | 12.68 | 99% |
| Returns for 3 years | 20.91 | 24.05 | 87% |
| Returns for 5 years | 46.03 | 56.12 | 82% |
| Returns for 10 years | N/A | 110.89 | - |
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