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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$16.22
Change-$0.28 (-1.70%)
VolumeN/A
Net Assets953.56M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BSMAX vs NAESX Comparison Chart
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BSMAX vs. NAESX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BSMAX (954M). NAESX pays higher dividends than BSMAX: NAESX (1.35) vs BSMAX (1.14). 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). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. BSMAX (4.85). NAESX return over 5 years is better than : 63.19 vs. BSMAX (50.52).
| 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 | -3.269 | -4.390 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 148B | 1% |
| Annual Yield % from dividends | 1.14 | 1.35 | 84% |
| Returns for 1 year | 4.85 | 5.19 | 93% |
| Returns for 3 years | 26.00 | 31.28 | 83% |
| Returns for 5 years | 50.52 | 63.19 | 80% |
| Returns for 10 years | N/A | 92.88 | - |
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