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BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
iShares Russell Small/Mid-Cap Idx K
Price$16.51
Change+$0.21 (+1.29%)
VolumeN/A
Net Assets954.64M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
BSMKX vs NAESX Comparison Chart
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BSMKX vs. NAESX commentary
Jun 07, 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: 148B vs. BSMKX (955M). BSMKX pays higher dividends than NAESX: BSMKX (1.44) vs NAESX (1.35). 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 (5.23) and NAESX (5.13) have marching annual gain over last year. NAESX return over 5 years is better than : 52.20 vs. BSMKX (42.55).
| 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 | -2.877 | -4.086 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 955M | 148B | 1% |
| Annual Yield % from dividends | 1.44 | 1.35 | 107% |
| Returns for 1 year | 5.23 | 5.13 | 102% |
| Returns for 3 years | 13.15 | 16.63 | 79% |
| Returns for 5 years | 42.55 | 52.20 | 82% |
| Returns for 10 years | N/A | 96.08 | - |
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