BSMAX
Price
$17.46
Change
+$0.10 (+0.58%)
Updated
Jul 25 closing price
Net Assets
1.02B
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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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$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.

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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).
BSMAXNAESXBSMAX / NAESX
Total Expense Ratio0.380.17224%
Annual Report Gross Expense Ratio0.410.17241%
Fund Existence10 years65 years-
Gain YTD4.4262.781159%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets1.02B153B1%
Annual Yield % from dividends1.091.2885%
Returns for 1 year7.728.4691%
Returns for 3 years29.9134.1588%
Returns for 5 years53.8466.6681%
Returns for 10 yearsN/A114.71-
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