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BDBKX vs NAESX
BDBKX vs NAESX Comparison
Open Charts BDBKX vs NAESX
iShares Russell 2000 Small-Cap Idx K
Price$25.19
Change-$0.20 (-0.79%)
VolumeN/A
Net Assets2.86B
Vanguard Small Cap Index I
Price$117.92
Change-$0.23 (-0.19%)
VolumeN/A
Net Assets154.18B
BDBKX vs NAESX Comparison Chart in %
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BDBKX vs. NAESX commentary
Aug 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 BDBKX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. BDBKX (2.86B). BDBKX pays higher dividends than NAESX: BDBKX (1.87) vs NAESX (1.25). BDBKX was incepted earlier than NAESX: BDBKX (14 years) vs NAESX (65 years). NAESX (0.17) is less costly to investors than BDBKX (0.07). BDBKX is a more actively managed with annual turnover of: 32.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than BDBKX: NAESX (3000) vs BDBKX (5000000). NAESX annual gain was more profitable for investors over the last year : 8.00 vs. BDBKX (3.82). NAESX return over 5 years is better than : 59.17 vs. BDBKX (39.20).
| BDBKX | NAESX | BDBKX / NAESX | |
| Total Expense Ratio | 0.07 | 0.17 | 41% |
| Annual Report Gross Expense Ratio | 0.07 | 0.17 | 41% |
| Fund Existence | 14 years | 65 years | - |
| Gain YTD | 2.955 | 2.563 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 154B | 2% |
| Annual Yield % from dividends | 1.87 | 1.25 | 149% |
| Returns for 1 year | 3.82 | 8.00 | 48% |
| Returns for 3 years | 16.73 | 24.01 | 70% |
| Returns for 5 years | 39.20 | 59.17 | 66% |
| Returns for 10 years | 76.96 | 124.48 | 62% |
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