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BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
iShares Russell Small/Mid-Cap Idx K
Price$15.11
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets789.13M
Vanguard Small Cap Index I
Price$103.01
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets143.36B
BSMKX vs NAESX Comparison Chart
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BSMKX vs. NAESX commentary
Apr 28, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. BSMKX (789M). 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 : 0.19 vs. BSMKX (-0.23). NAESX return over 5 years is better than : 75.06 vs. BSMKX (61.85).
| 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 | -9.968 | -10.465 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 789M | 143B | 1% |
| Annual Yield % from dividends | 1.46 | 1.39 | 105% |
| Returns for 1 year | -0.23 | 0.19 | -123% |
| Returns for 3 years | 6.94 | 10.16 | 68% |
| Returns for 5 years | 61.85 | 75.06 | 82% |
| Returns for 10 years | N/A | 81.51 | - |