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BSVIX vs NAESX
BSVIX vs NAESX Comparison
Open Charts BSVIX vs NAESX
Baird Equity Opportunity Institutional
Price$16.17
Change-$0.29 (-1.76%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
BSVIX vs NAESX Comparison Chart
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BSVIX 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 BSVIX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. BSVIX (74M). NAESX pays higher dividends than BSVIX: NAESX (1.31) vs BSVIX (0.01). BSVIX was incepted earlier than NAESX: BSVIX (13 years) vs NAESX (64 years). BSVIX is a more actively managed with annual turnover of: 67.00 vs. NAESX (12.00). 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 : 36.59 vs. NAESX (30.24). NAESX return over 5 years is better than : 55.43 vs. BSVIX (3.84).
| BSVIX | NAESX | BSVIX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 64 years | - |
| Gain YTD | 21.305 | 15.758 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 74M | 151B | 0% |
| Annual Yield % from dividends | 0.01 | 1.31 | 1% |
| Returns for 1 year | 36.59 | 30.24 | 121% |
| Returns for 3 years | -13.32 | 4.66 | -286% |
| Returns for 5 years | 3.84 | 55.43 | 7% |
| Returns for 10 years | 18.36 | 122.58 | 15% |
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