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BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
iShares Russell Small/Mid-Cap Idx K
Price$14.81
Change-$1.06 (-6.68%)
VolumeN/A
Net Assets805.07M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
BSMKX vs NAESX Comparison Chart
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BSMKX vs. NAESX commentary
Apr 04, 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 BSMKX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BSMKX (805M). BSMKX (1.46) and NAESX (1.39) have matching dividends . BSMKX was incepted earlier than NAESX: BSMKX (10 years) vs NAESX (65 years). NAESX (0.17) is less costly to investors than BSMKX (0.10). BSMKX is a more actively managed with annual turnover of: 43.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than BSMKX: NAESX (3000) vs BSMKX (5000000). NAESX annual gain was more profitable for investors over the last year : 1.18 vs. BSMKX (0.08). NAESX return over 5 years is better than : 115.68 vs. BSMKX (98.53).
| BSMKX | NAESX | BSMKX / NAESX | |
| Total Expense Ratio | 0.08 | 0.17 | 47% |
| Annual Report Gross Expense Ratio | 0.10 | 0.17 | 59% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | -5.704 | -5.833 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 805M | 153B | 1% |
| Annual Yield % from dividends | 1.46 | 1.39 | 105% |
| Returns for 1 year | 0.08 | 1.18 | 6% |
| Returns for 3 years | 2.48 | 6.44 | 38% |
| Returns for 5 years | 98.53 | 115.68 | 85% |
| Returns for 10 years | N/A | 90.61 | - |
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