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BDSIX vs NAESX
BDSIX vs NAESX Comparison
Open Charts BDSIX vs NAESX
BlackRock Advantage Small Cap Core Instl
Price$19.84
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets4.22B
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
BDSIX vs NAESX Comparison Chart in %
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BDSIX vs. NAESX commentary
Sep 09, 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 BDSIX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BDSIX (4.22B). NAESX pays higher dividends than BDSIX: NAESX (1.20) vs BDSIX (0.71). BDSIX was incepted earlier than NAESX: BDSIX (12 years) vs NAESX (65 years). BDSIX (0.57) 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). NAESX (13.62) and BDSIX (13.16) have marching annual gain over last year. NAESX return over 5 years is better than : 66.60 vs. BDSIX (42.96).
| BDSIX | NAESX | BDSIX / NAESX | |
| Total Expense Ratio | 0.50 | 0.17 | 294% |
| Annual Report Gross Expense Ratio | 0.57 | 0.17 | 335% |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | 8.086 | 6.494 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.22B | 161B | 3% |
| Annual Yield % from dividends | 0.71 | 1.20 | 59% |
| Returns for 1 year | 13.16 | 13.62 | 97% |
| Returns for 3 years | 41.56 | 39.23 | 106% |
| Returns for 5 years | 42.96 | 66.60 | 65% |
| Returns for 10 years | 90.25 | 132.36 | 68% |
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