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$17.31
Change+$0.14 (+0.82%)
VolumeN/A
Net Assets1B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
BSMAX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSMAX vs. NAESX commentary
Jul 06, 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: 148B vs. BSMAX (1B). 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). BSMAX (12.55) and NAESX (12.22) have marching annual gain over last year. NAESX return over 5 years is better than : 69.32 vs. BSMAX (56.64).
| 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 | 3.232 | 1.432 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 148B | 1% |
| Annual Yield % from dividends | 1.09 | 1.28 | 85% |
| Returns for 1 year | 12.55 | 12.22 | 103% |
| Returns for 3 years | 33.67 | 37.83 | 89% |
| Returns for 5 years | 56.64 | 69.32 | 82% |
| Returns for 10 years | N/A | 108.83 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement