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BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
iShares Russell Small/Mid-Cap Idx K
Price$18.41
Change-$0.19 (-1.02%)
VolumeN/A
Net Assets1.08B
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
BSMKX vs NAESX Comparison Chart in %
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BSMKX vs. NAESX commentary
Oct 08, 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: 162B vs. BSMKX (1.08B). BSMKX pays higher dividends than NAESX: BSMKX (1.40) vs NAESX (1.23). 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 (13.00). NAESX has a lower initial minimum investment than BSMKX: NAESX (3000) vs BSMKX (5000000). BSMKX annual gain was more profitable for investors over the last year : 11.48 vs. NAESX (10.42). NAESX return over 5 years is better than : 58.94 vs. BSMKX (48.76).
| 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 | 10.086 | 7.684 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 162B | 1% |
| Annual Yield % from dividends | 1.40 | 1.23 | 114% |
| Returns for 1 year | 11.48 | 10.42 | 110% |
| Returns for 3 years | 45.84 | 48.54 | 94% |
| Returns for 5 years | 48.76 | 58.94 | 83% |
| Returns for 10 years | 117.91 | 133.72 | 88% |
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