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BDBKX vs NAESX
BDBKX vs NAESX Comparison
Open Charts BDBKX vs NAESX
iShares Russell 2000 Small-Cap Idx K
Price$23.22
Change-$0.43 (-1.82%)
VolumeN/A
Net Assets2.67B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BDBKX vs NAESX Comparison Chart
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BDBKX vs. NAESX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BDBKX (2.67B). BDBKX pays higher dividends than NAESX: BDBKX (2.04) vs NAESX (1.35). 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 : 5.19 vs. BDBKX (1.66). NAESX return over 5 years is better than : 63.19 vs. BDBKX (44.89).
| 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 | -5.186 | -4.390 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 148B | 2% |
| Annual Yield % from dividends | 2.04 | 1.35 | 151% |
| Returns for 1 year | 1.66 | 5.19 | 32% |
| Returns for 3 years | 23.15 | 31.28 | 74% |
| Returns for 5 years | 44.89 | 63.19 | 71% |
| Returns for 10 years | 47.54 | 92.88 | 51% |
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