Interact to see
Advertisement
Advertisement
BSVIX vs NAESX
BSVIX vs NAESX Comparison
Open Charts BSVIX vs NAESX
Baird Equity Opportunity Institutional
Price$16.14
Change+$0.05 (+0.31%)
VolumeN/A
Net Assets75.58M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
BSVIX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSVIX vs. NAESX commentary
Aug 16, 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: 154B vs. BSVIX (75.6M). NAESX pays higher dividends than BSVIX: NAESX (1.25) 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 : 17.47 vs. NAESX (9.55). NAESX return over 5 years is better than : 58.12 vs. BSVIX (17.21).
| 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 | -1.590 | 2.876 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.6M | 154B | 0% |
| Annual Yield % from dividends | 0.02 | 1.25 | 2% |
| Returns for 1 year | 17.47 | 9.55 | 183% |
| Returns for 3 years | -5.99 | 20.84 | -29% |
| Returns for 5 years | 17.21 | 58.12 | 30% |
| Returns for 10 years | 18.60 | 113.38 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement