BVAOX
Price
$9.93
Change
-$0.03 (-0.30%)
Updated
Nov 19 closing price
Net Assets
149.32M
NAESX
Price
$117.69
Change
+$0.02 (+0.02%)
Updated
Nov 19 closing price
Net Assets
161.58B
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BVAOX vs NAESX

Header iconBVAOX vs NAESX Comparison
Open Charts BVAOX vs NAESXBanner chart's image
Madison Small Cap Y
Price$9.93
Change-$0.03 (-0.30%)
VolumeN/A
Net Assets149.32M
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
BVAOX vs NAESX Comparison Chart in %
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BVAOX 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 BVAOX is a Hold and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BVAOX (149M). NAESX pays higher dividends than BVAOX: NAESX (1.22) vs BVAOX (0.06). BVAOX was incepted earlier than NAESX: BVAOX (29 years) vs NAESX (65 years). BVAOX (1.10) is less costly to investors than NAESX (0.17). BVAOX is a more actively managed with annual turnover of: 39.00 vs. NAESX (13.00). BVAOX has a lower initial minimum investment than NAESX: BVAOX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.86 vs. BVAOX (-20.21). NAESX return over 5 years is better than : 39.31 vs. BVAOX (-21.03).
BVAOXNAESXBVAOX / NAESX
Total Expense Ratio1.100.17647%
Annual Report Gross Expense Ratio1.100.17647%
Fund Existence29 years65 years-
Gain YTD-11.9362.409-495%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets149M162B0%
Annual Yield % from dividends0.061.225%
Returns for 1 year-20.21-0.862,362%
Returns for 3 years5.2329.9917%
Returns for 5 years-21.0339.31-54%
Returns for 10 years-29.96122.07-25%
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