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BSMIX vs NAESX
BSMIX vs NAESX Comparison
Open Charts BSMIX vs NAESX
iShares Russell Small/Mid-Cap Idx Instl
Price$17.50
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets1.03B
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
BSMIX vs NAESX Comparison Chart in %
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BSMIX vs. NAESX commentary
Aug 18, 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 BSMIX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. BSMIX (1.03B). BSMIX pays higher dividends than NAESX: BSMIX (1.45) vs NAESX (1.25). BSMIX was incepted earlier than NAESX: BSMIX (10 years) vs NAESX (65 years). NAESX (0.17) is less costly to investors than BSMIX (0.14). BSMIX is a more actively managed with annual turnover of: 43.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than BSMIX: NAESX (3000) vs BSMIX (2000000). BSMIX annual gain was more profitable for investors over the last year : 9.65 vs. NAESX (9.15). NAESX return over 5 years is better than : 57.53 vs. BSMIX (46.91).
| BSMIX | NAESX | BSMIX / NAESX | |
| Total Expense Ratio | 0.13 | 0.17 | 76% |
| Annual Report Gross Expense Ratio | 0.14 | 0.17 | 82% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 4.620 | 2.494 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 154B | 1% |
| Annual Yield % from dividends | 1.45 | 1.25 | 116% |
| Returns for 1 year | 9.65 | 9.15 | 106% |
| Returns for 3 years | 17.86 | 20.39 | 88% |
| Returns for 5 years | 46.91 | 57.53 | 82% |
| Returns for 10 years | 97.31 | 112.59 | 86% |
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