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BSMAX vs NAESX
BSMAX vs NAESX Comparison
Open Charts BSMAX vs NAESX
iShares Russell Small/Mid-Cap Idx Inv A
Price$18.18
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
BSMAX vs NAESX Comparison Chart in %
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BSMAX vs. NAESX commentary
Oct 18, 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 BSMAX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BSMAX (1.06B). NAESX pays higher dividends than BSMAX: NAESX (1.23) vs BSMAX (1.13). BSMAX was incepted earlier than NAESX: BSMAX (10 years) vs NAESX (65 years). BSMAX (0.41) is less costly to investors than NAESX (0.17). BSMAX is a more actively managed with annual turnover of: 43.00 vs. NAESX (13.00). BSMAX has a lower initial minimum investment than NAESX: BSMAX (1000) vs NAESX (3000). BSMAX annual gain was more profitable for investors over the last year : 6.60 vs. NAESX (4.92). NAESX return over 5 years is better than : 55.28 vs. BSMAX (45.22).
| BSMAX | NAESX | BSMAX / NAESX | |
| Total Expense Ratio | 0.38 | 0.17 | 224% |
| Annual Report Gross Expense Ratio | 0.41 | 0.17 | 241% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 9.063 | 5.577 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 162B | 1% |
| Annual Yield % from dividends | 1.13 | 1.23 | 92% |
| Returns for 1 year | 6.60 | 4.92 | 134% |
| Returns for 3 years | 39.86 | 41.91 | 95% |
| Returns for 5 years | 45.22 | 55.28 | 82% |
| Returns for 10 years | 111.44 | 130.16 | 86% |
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