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BSVIX vs NAESX
BSVIX vs NAESX Comparison
Open Charts BSVIX vs NAESX
Baird Equity Opportunity Institutional
Price$16.65
Change+$0.16 (+0.97%)
VolumeN/A
Net Assets78.37M
Vanguard Small Cap Index I
Price$121.58
Change+$1.46 (+1.22%)
VolumeN/A
Net Assets161.26B
BSVIX vs NAESX Comparison Chart in %
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BSVIX vs. NAESX commentary
Sep 06, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BSVIX (78.4M). NAESX pays higher dividends than BSVIX: NAESX (1.20) 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 : 18.06 vs. NAESX (10.87). NAESX return over 5 years is better than : 63.44 vs. BSVIX (24.52).
| 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 | 0.856 | 4.477 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.4M | 161B | 0% |
| Annual Yield % from dividends | 0.02 | 1.20 | 2% |
| Returns for 1 year | 18.06 | 10.87 | 166% |
| Returns for 3 years | 5.64 | 35.66 | 16% |
| Returns for 5 years | 24.52 | 63.44 | 39% |
| Returns for 10 years | 28.40 | 133.24 | 21% |
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