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BSVIX vs NAESX
BSVIX vs NAESX Comparison
Open Charts BSVIX vs NAESX
Baird Equity Opportunity Institutional
Price$16.75
Change+$0.19 (+1.15%)
VolumeN/A
Net Assets77.72M
Vanguard Small Cap Index I
Price$123.61
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
BSVIX vs NAESX Comparison Chart in %
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BSVIX vs. NAESX commentary
Oct 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 BSVIX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BSVIX (77.7M). NAESX pays higher dividends than BSVIX: NAESX (1.23) vs BSVIX (0.02). BSVIX was incepted earlier than NAESX: BSVIX (13 years) vs NAESX (65 years). BSVIX (1.73) is less costly to investors than NAESX (0.17). BSVIX is a more actively managed with annual turnover of: 76.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than BSVIX: NAESX (3000) vs BSVIX (10000). BSVIX annual gain was more profitable for investors over the last year : 15.27 vs. NAESX (9.13). NAESX return over 5 years is better than : 56.51 vs. BSVIX (22.93).
| BSVIX | NAESX | BSVIX / NAESX | |
| Total Expense Ratio | 1.25 | 0.17 | 735% |
| Annual Report Gross Expense Ratio | 1.73 | 0.17 | 1,018% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | 1.284 | 6.604 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.7M | 162B | 0% |
| Annual Yield % from dividends | 0.02 | 1.23 | 2% |
| Returns for 1 year | 15.27 | 9.13 | 167% |
| Returns for 3 years | 10.36 | 47.05 | 22% |
| Returns for 5 years | 22.93 | 56.51 | 41% |
| Returns for 10 years | 22.77 | 131.38 | 17% |
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