Interact to see
Advertisement
Advertisement
BSVSX vs NAESX
BSVSX vs NAESX Comparison
Open Charts BSVSX vs NAESX
Baird Equity Opportunity Investor
Price$16.55
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets78.47M
Vanguard Small Cap Index I
Price$123.52
Change+$0.57 (+0.46%)
VolumeN/A
Net Assets161.26B
BSVSX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSVSX vs. NAESX commentary
Oct 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 BSVSX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BSVSX (78.5M). NAESX pays higher dividends than BSVSX: NAESX (1.23) vs BSVSX (0.01). BSVSX was incepted earlier than NAESX: BSVSX (13 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 : 17.80 vs. NAESX (10.62). NAESX return over 5 years is better than : 66.97 vs. BSVSX (27.99).
| 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 | 13 years | 65 years | - |
| Gain YTD | 2.224 | 7.501 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78.5M | 161B | 0% |
| Annual Yield % from dividends | 0.01 | 1.23 | 1% |
| Returns for 1 year | 17.80 | 10.62 | 168% |
| Returns for 3 years | 7.33 | 42.45 | 17% |
| Returns for 5 years | 27.99 | 66.97 | 42% |
| Returns for 10 years | 24.73 | 139.53 | 18% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement