Interact to see
Advertisement
Advertisement
BDSAX vs NAESX
BDSAX vs NAESX Comparison
Open Charts BDSAX vs NAESX
BlackRock Advantage Small Cap Core Inv A
Price$17.33
Change-$0.31 (-1.76%)
VolumeN/A
Net Assets4.01B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BDSAX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BDSAX 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 BDSAX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BDSAX (4.02B). NAESX pays higher dividends than BDSAX: NAESX (1.35) vs BDSAX (0.58). BDSAX was incepted earlier than NAESX: BDSAX (12 years) vs NAESX (65 years). BDSAX (0.93) is less costly to investors than NAESX (0.17). BDSAX is a more actively managed with annual turnover of: 75.00 vs. NAESX (13.00). BDSAX has a lower initial minimum investment than NAESX: BDSAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. BDSAX (3.20). NAESX return over 5 years is better than : 63.19 vs. BDSAX (37.77).
| BDSAX | NAESX | BDSAX / NAESX | |
| Total Expense Ratio | 0.75 | 0.17 | 441% |
| Annual Report Gross Expense Ratio | 0.93 | 0.17 | 547% |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | -5.145 | -4.390 | 117% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.02B | 148B | 3% |
| Annual Yield % from dividends | 0.58 | 1.35 | 43% |
| Returns for 1 year | 3.20 | 5.19 | 62% |
| Returns for 3 years | 26.30 | 31.28 | 84% |
| Returns for 5 years | 37.77 | 63.19 | 60% |
| Returns for 10 years | 52.80 | 92.88 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CIHEX | 17.63 | -0.12 | -0.68% |
| Calamos Hedged Equity I | |||
| LCEIX | 18.39 | -0.18 | -0.97% |
| Invesco Diversified Dividend Investor | |||
| IVKSX | 21.65 | -0.22 | -1.01% |
| VY® Invesco Comstock S | |||
| UGLSX | 75.04 | -1.22 | -1.60% |
| JHancock U.S. Global Leaders Growth R6 | |||
| RLUEX | 11.48 | -0.28 | -2.38% |
| Lazard US Equity Concentrated R6 | |||