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BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
iShares Russell Small/Mid-Cap Idx K
Price$16.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$111.91
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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BSMKX vs NAESX Comparison Chart
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BSMKX vs. NAESX commentary
Sep 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 BSMKX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. BSMKX (604M). BSMKX (1.32) and NAESX (1.31) have matching dividends . BSMKX was incepted earlier than NAESX: BSMKX (9 years) vs NAESX (64 years). BSMKX is a more actively managed with annual turnover of: 30.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than BSMKX: NAESX (3000) vs BSMKX (5000000). BSMKX (21.24) and NAESX (20.65) have marching annual gain over last year. NAESX return over 5 years is better than : 51.55 vs. BSMKX (42.38).
| BSMKX | NAESX | BSMKX / 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 | 9.602 | 9.636 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 604M | 149B | 0% |
| Annual Yield % from dividends | 1.32 | 1.31 | 100% |
| Returns for 1 year | 21.24 | 20.65 | 103% |
| Returns for 3 years | 0.11 | 5.58 | 2% |
| Returns for 5 years | 42.38 | 51.55 | 82% |
| Returns for 10 years | N/A | 113.23 | - |
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