Interact to see
Advertisement
Advertisement
BSMAX vs NAESX
BSMAX vs NAESX Comparison
Open Charts BSMAX vs NAESX
iShares Russell Small/Mid-Cap Idx Inv A
Price$18.63
Change-$0.05 (-0.27%)
VolumeN/A
Net Assets1.13B
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
BSMAX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSMAX vs. NAESX commentary
Dec 27, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. BSMAX (1.13B). NAESX (1.21) and BSMAX (1.16) have matching dividends . BSMAX was incepted earlier than NAESX: BSMAX (10 years) vs NAESX (65 years). BSMAX (0.39) 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 : 9.67 vs. NAESX (7.55). NAESX return over 5 years is better than : 36.08 vs. BSMAX (28.99).
| BSMAX | NAESX | BSMAX / NAESX | |
| Total Expense Ratio | 0.37 | 0.17 | 218% |
| Annual Report Gross Expense Ratio | 0.39 | 0.17 | 229% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 11.762 | 9.616 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.13B | 163B | 1% |
| Annual Yield % from dividends | 1.16 | 1.21 | 96% |
| Returns for 1 year | 9.67 | 7.55 | 128% |
| Returns for 3 years | 45.48 | 45.02 | 101% |
| Returns for 5 years | 28.99 | 36.08 | 80% |
| Returns for 10 years | 117.71 | 141.47 | 83% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers