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BSVSX vs NAESX
BSVSX vs NAESX Comparison
Open Charts BSVSX vs NAESX
Baird Equity Opportunity Investor
Price$16.73
Change+$0.05 (+0.30%)
VolumeN/A
Net Assets79.51M
Vanguard Small Cap Index I
Price$124.00
Change+$0.80 (+0.65%)
VolumeN/A
Net Assets162.36B
BSVSX vs NAESX Comparison Chart in %
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BSVSX vs. NAESX commentary
Oct 27, 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 BSVSX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BSVSX (79.5M). NAESX pays higher dividends than BSVSX: NAESX (1.23) vs BSVSX (0.01). BSVSX was incepted earlier than NAESX: BSVSX (14 years) vs NAESX (65 years). BSVSX (1.98) is less costly to investors than NAESX (0.17). BSVSX is a more actively managed with annual turnover of: 76.00 vs. NAESX (13.00). BSVSX has a lower initial minimum investment than NAESX: BSVSX (2500) vs NAESX (3000). BSVSX annual gain was more profitable for investors over the last year : 15.63 vs. NAESX (9.34). NAESX return over 5 years is better than : 57.75 vs. BSVSX (22.79).
| BSVSX | NAESX | BSVSX / NAESX | |
| Total Expense Ratio | 1.50 | 0.17 | 882% |
| Annual Report Gross Expense Ratio | 1.98 | 0.17 | 1,165% |
| Fund Existence | 14 years | 65 years | - |
| Gain YTD | 3.335 | 7.919 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.5M | 162B | 0% |
| Annual Yield % from dividends | 0.01 | 1.23 | 1% |
| Returns for 1 year | 15.63 | 9.34 | 167% |
| Returns for 3 years | 7.60 | 42.31 | 18% |
| Returns for 5 years | 22.79 | 57.75 | 39% |
| Returns for 10 years | 25.43 | 138.41 | 18% |
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