BSMAX
Price
$18.08
Change
+$0.22 (+1.23%)
Updated
Sep 4 closing price
Net Assets
1.06B
NAESX
Price
$122.44
Change
+$0.86 (+0.71%)
Updated
Sep 5 closing price
Net Assets
161.26B
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BSMAX vs NAESX

Header iconBSMAX vs NAESX Comparison
Open Charts BSMAX vs NAESXBanner chart's image
iShares Russell Small/Mid-Cap Idx Inv A
Price$18.08
Change+$0.22 (+1.23%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
BSMAX vs NAESX Comparison Chart in %
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BSMAX vs. NAESX commentary
Sep 07, 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 Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BSMAX (1.06B). NAESX (1.20) and BSMAX (1.15) have matching dividends . 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 (13.62) and BSMAX (13.41) have marching annual gain over last year. NAESX return over 5 years is better than : 66.60 vs. BSMAX (53.31).
BSMAXNAESXBSMAX / NAESX
Total Expense Ratio0.380.17224%
Annual Report Gross Expense Ratio0.410.17241%
Fund Existence10 years65 years-
Gain YTD8.1346.494125%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets1.06B161B1%
Annual Yield % from dividends1.151.2096%
Returns for 1 year13.4113.6299%
Returns for 3 years35.0039.2389%
Returns for 5 years53.3166.6080%
Returns for 10 years110.27132.3683%
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