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BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
iShares Russell Small/Mid-Cap Idx K
Price$17.46
Change-$0.21 (-1.19%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
BSMKX vs NAESX Comparison Chart
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BSMKX vs. NAESX commentary
Nov 18, 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: 151B vs. BSMKX (650M). 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). NAESX (30.24) and BSMKX (29.90) have marching annual gain over last year. NAESX return over 5 years is better than : 55.43 vs. BSMKX (44.44).
| 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 | 14.855 | 15.758 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 650M | 151B | 0% |
| Annual Yield % from dividends | 1.32 | 1.31 | 100% |
| Returns for 1 year | 29.90 | 30.24 | 99% |
| Returns for 3 years | -1.93 | 4.66 | -41% |
| Returns for 5 years | 44.44 | 55.43 | 80% |
| Returns for 10 years | N/A | 122.58 | - |
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