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BDSIX vs NAESX
BDSIX vs NAESX Comparison
Open Charts BDSIX vs NAESX
BlackRock Advantage Small Cap Core Instl
Price$19.89
Change-$0.60 (-2.93%)
VolumeN/A
Net Assets4.32B
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
BDSIX vs NAESX Comparison Chart in %
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BDSIX vs. NAESX commentary
Nov 14, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BDSIX (4.32B). NAESX pays higher dividends than BDSIX: NAESX (1.22) vs BDSIX (0.68). 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 : 2.11 vs. NAESX (-0.33). NAESX return over 5 years is better than : 44.93 vs. BDSIX (27.42).
| 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 | 8.358 | 4.359 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.32B | 162B | 3% |
| Annual Yield % from dividends | 0.68 | 1.22 | 55% |
| Returns for 1 year | 2.11 | -0.33 | -634% |
| Returns for 3 years | 34.44 | 31.86 | 108% |
| Returns for 5 years | 27.42 | 44.93 | 61% |
| Returns for 10 years | 94.91 | 129.99 | 73% |
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