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BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
iShares Russell Small/Mid-Cap Idx K
Price$17.08
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets995.76M
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
BSMKX vs NAESX Comparison Chart in %
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BSMKX vs. NAESX commentary
Aug 09, 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: 154B vs. BSMKX (996M). BSMKX pays higher dividends than NAESX: BSMKX (1.50) vs NAESX (1.25). 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 (9.92) and NAESX (9.58) have marching annual gain over last year. NAESX return over 5 years is better than : 54.37 vs. BSMKX (44.62).
| 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 | 2.133 | 0.171 | 1,245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 996M | 154B | 1% |
| Annual Yield % from dividends | 1.50 | 1.25 | 119% |
| Returns for 1 year | 9.92 | 9.58 | 104% |
| Returns for 3 years | 21.44 | 24.10 | 89% |
| Returns for 5 years | 44.62 | 54.37 | 82% |
| Returns for 10 years | N/A | 109.08 | - |
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