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BDSIX vs NAESX
BDSIX vs NAESX Comparison
Open Charts BDSIX vs NAESX
BlackRock Advantage Small Cap Core Instl
Price$17.47
Change-$0.30 (-1.69%)
VolumeN/A
Net Assets4.01B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BDSIX vs NAESX Comparison Chart
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BDSIX vs. NAESX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BDSIX (4.02B). NAESX pays higher dividends than BDSIX: NAESX (1.35) vs BDSIX (0.81). 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: 75.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than BDSIX: NAESX (3000) vs BDSIX (2000000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. BDSIX (3.45). NAESX return over 5 years is better than : 63.19 vs. BDSIX (39.64).
| 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 | -5.003 | -4.390 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.02B | 148B | 3% |
| Annual Yield % from dividends | 0.81 | 1.35 | 60% |
| Returns for 1 year | 3.45 | 5.19 | 66% |
| Returns for 3 years | 27.30 | 31.28 | 87% |
| Returns for 5 years | 39.64 | 63.19 | 63% |
| Returns for 10 years | 56.60 | 92.88 | 61% |
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