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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$17.46
Change+$0.10 (+0.58%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
BSMAX vs NAESX Comparison Chart in %
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BSMAX vs. NAESX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BSMAX (1.02B). NAESX pays higher dividends than BSMAX: NAESX (1.28) vs BSMAX (1.09). 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 : 8.46 vs. BSMAX (7.72). NAESX return over 5 years is better than : 66.66 vs. BSMAX (53.84).
| 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 | 4.426 | 2.781 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 153B | 1% |
| Annual Yield % from dividends | 1.09 | 1.28 | 85% |
| Returns for 1 year | 7.72 | 8.46 | 91% |
| Returns for 3 years | 29.91 | 34.15 | 88% |
| Returns for 5 years | 53.84 | 66.66 | 81% |
| Returns for 10 years | N/A | 114.71 | - |
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