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BSMIX vs NAESX
BSMIX vs NAESX Comparison
Open Charts BSMIX vs NAESX
iShares Russell Small/Mid-Cap Idx Instl
Price$17.49
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
BSMIX vs NAESX Comparison Chart in %
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BSMIX 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 BSMIX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BSMIX (1.02B). BSMIX (1.34) and NAESX (1.28) 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 annual gain was more profitable for investors over the last year : 8.46 vs. BSMIX (7.99). NAESX return over 5 years is better than : 66.66 vs. BSMIX (55.72).
| 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 | 4.560 | 2.781 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 153B | 1% |
| Annual Yield % from dividends | 1.34 | 1.28 | 105% |
| Returns for 1 year | 7.99 | 8.46 | 94% |
| Returns for 3 years | 30.93 | 34.15 | 91% |
| Returns for 5 years | 55.72 | 66.66 | 84% |
| Returns for 10 years | N/A | 114.71 | - |