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BDBKX vs NAESX
BDBKX vs NAESX Comparison
Open Charts BDBKX vs NAESX
iShares Russell 2000 Small-Cap Idx K
Price$27.34
Change-$0.15 (-0.55%)
VolumeN/A
Net Assets3.25B
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
BDBKX vs NAESX Comparison Chart in %
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BDBKX vs. NAESX commentary
Dec 27, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. BDBKX (3.25B). BDBKX pays higher dividends than NAESX: BDBKX (1.65) vs NAESX (1.21). BDBKX was incepted earlier than NAESX: BDBKX (15 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). BDBKX annual gain was more profitable for investors over the last year : 9.38 vs. NAESX (7.55). NAESX return over 5 years is better than : 36.08 vs. BDBKX (17.95).
| BDBKX | NAESX | BDBKX / NAESX | |
| Total Expense Ratio | 0.07 | 0.17 | 41% |
| Annual Report Gross Expense Ratio | 0.07 | 0.17 | 41% |
| Fund Existence | 15 years | 65 years | - |
| Gain YTD | 11.743 | 9.616 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 163B | 2% |
| Annual Yield % from dividends | 1.65 | 1.21 | 137% |
| Returns for 1 year | 9.38 | 7.55 | 124% |
| Returns for 3 years | 40.91 | 45.02 | 91% |
| Returns for 5 years | 17.95 | 36.08 | 50% |
| Returns for 10 years | 95.18 | 141.47 | 67% |
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