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BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
iShares Russell Small/Mid-Cap Idx K
Price$17.66
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets1.04B
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
BSMKX vs NAESX Comparison Chart in %
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BSMKX vs. NAESX commentary
Nov 20, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BSMKX (1.04B). BSMKX pays higher dividends than NAESX: BSMKX (1.46) vs NAESX (1.22). 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 : 2.04 vs. NAESX (-0.86). NAESX return over 5 years is better than : 39.31 vs. BSMKX (32.17).
| 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 | 6.001 | 2.409 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.04B | 162B | 1% |
| Annual Yield % from dividends | 1.46 | 1.22 | 119% |
| Returns for 1 year | 2.04 | -0.86 | -239% |
| Returns for 3 years | 29.58 | 29.99 | 99% |
| Returns for 5 years | 32.17 | 39.31 | 82% |
| Returns for 10 years | 108.73 | 122.07 | 89% |
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