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BSMIX vs NAESX
BSMIX vs NAESX Comparison
Open Charts BSMIX vs NAESX
iShares Russell Small/Mid-Cap Idx Instl
Price$16.25
Change-$0.29 (-1.75%)
VolumeN/A
Net Assets969.9M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BSMIX vs NAESX Comparison Chart
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BSMIX vs. NAESX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BSMIX (970M). BSMIX (1.40) and NAESX (1.35) have matching dividends . 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). NAESX (5.19) and BSMIX (5.06) have marching annual gain over last year. NAESX return over 5 years is better than : 63.19 vs. BSMIX (52.35).
| 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 | -3.187 | -4.390 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 970M | 148B | 1% |
| Annual Yield % from dividends | 1.40 | 1.35 | 103% |
| Returns for 1 year | 5.06 | 5.19 | 97% |
| Returns for 3 years | 26.93 | 31.28 | 86% |
| Returns for 5 years | 52.35 | 63.19 | 83% |
| Returns for 10 years | N/A | 92.88 | - |
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