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BDSIX vs NAESX
BDSIX vs NAESX Comparison
Open Charts BDSIX vs NAESX
BlackRock Advantage Small Cap Core Instl
Price$21.18
Change+$0.74 (+3.62%)
VolumeN/A
Net Assets4.51B
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
BDSIX vs NAESX Comparison Chart in %
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BDSIX vs. NAESX commentary
Feb 04, 2026
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 BDSIX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BDSIX (4.51B). NAESX pays higher dividends than BDSIX: NAESX (1.16) vs BDSIX (0.64). BDSIX was incepted earlier than NAESX: BDSIX (13 years) vs NAESX (65 years). BDSIX (0.58) is less costly to investors than NAESX (0.17). BDSIX is a more actively managed with annual turnover of: 88.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than BDSIX: NAESX (3000) vs BDSIX (2000000). BDSIX annual gain was more profitable for investors over the last year : 12.76 vs. NAESX (10.68). NAESX return over 5 years is better than : 31.77 vs. BDSIX (10.73).
| BDSIX | NAESX | BDSIX / NAESX | |
| Total Expense Ratio | 0.50 | 0.17 | 294% |
| Annual Report Gross Expense Ratio | 0.58 | 0.17 | 341% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | 6.006 | 5.519 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.51B | 162B | 3% |
| Annual Yield % from dividends | 0.64 | 1.16 | 55% |
| Returns for 1 year | 12.76 | 10.68 | 119% |
| Returns for 3 years | 33.97 | 33.00 | 103% |
| Returns for 5 years | 10.73 | 31.77 | 34% |
| Returns for 10 years | 154.17 | 185.98 | 83% |
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