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BDSIX vs NAESX
BDSIX vs NAESX Comparison
Open Charts BDSIX vs NAESX
BlackRock Advantage Small Cap Core Instl
Price$18.59
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets4.22B
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
BDSIX vs NAESX Comparison Chart in %
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BDSIX vs. NAESX commentary
Jul 28, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BDSIX (4.22B). NAESX pays higher dividends than BDSIX: NAESX (1.28) vs BDSIX (0.77). 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 : 8.46 vs. BDSIX (2.04). NAESX return over 5 years is better than : 66.66 vs. BDSIX (40.57).
| 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 | 1.276 | 2.781 | 46% |
| 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 | 153B | 3% |
| Annual Yield % from dividends | 0.77 | 1.28 | 61% |
| Returns for 1 year | 2.04 | 8.46 | 24% |
| Returns for 3 years | 30.91 | 34.15 | 91% |
| Returns for 5 years | 40.57 | 66.66 | 61% |
| Returns for 10 years | 72.86 | 114.71 | 64% |
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