Interact to see
Advertisement
Advertisement
BSVSX vs NAESX
BSVSX vs NAESX Comparison
Open Charts BSVSX vs NAESX
Baird Equity Opportunity Investor
Price$15.45
Change-$0.12 (-0.77%)
VolumeN/A
Net Assets73.36M
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
BSVSX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSVSX vs. NAESX commentary
Nov 20, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BSVSX (73.4M). NAESX pays higher dividends than BSVSX: NAESX (1.22) 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). NAESX annual gain was more profitable for investors over the last year : -0.86 vs. BSVSX (-3.82). NAESX return over 5 years is better than : 39.31 vs. BSVSX (5.10).
| 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 | -3.830 | 2.409 | -159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 73.4M | 162B | 0% |
| Annual Yield % from dividends | 0.01 | 1.22 | 1% |
| Returns for 1 year | -3.82 | -0.86 | 447% |
| Returns for 3 years | -1.45 | 29.99 | -5% |
| Returns for 5 years | 5.10 | 39.31 | 13% |
| Returns for 10 years | 17.96 | 122.07 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement