Ad is loading...
BSVSX vs NAESX
BSVSX vs NAESX Comparison
Open Charts BSVSX vs NAESX
Baird Equity Opportunity Investor
Price$14.40
Change-$0.01 (-0.07%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
BSVSX vs NAESX Comparison Chart
Loading...
BSVSX vs. NAESX commentary
Sep 21, 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 BSVSX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. BSVSX (66.8M). NAESX pays higher dividends than BSVSX: NAESX (1.31) vs BSVSX (0.00). BSVSX was incepted earlier than NAESX: BSVSX (12 years) vs NAESX (64 years). BSVSX is a more actively managed with annual turnover of: 67.00 vs. NAESX (12.00). BSVSX has a lower initial minimum investment than NAESX: BSVSX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 20.72 vs. BSVSX (17.44). NAESX return over 5 years is better than : 51.64 vs. BSVSX (-6.87).
| BSVSX | NAESX | BSVSX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 12 years | 64 years | - |
| Gain YTD | 6.878 | 9.695 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 66.8M | 149B | 0% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 17.44 | 20.72 | 84% |
| Returns for 3 years | -17.08 | 5.63 | -303% |
| Returns for 5 years | -6.87 | 51.64 | -13% |
| Returns for 10 years | 2.05 | 113.34 | 2% |