BSMIX
Price
$18.22
Change
-$0.02 (-0.11%)
Updated
Oct 17 closing price
Net Assets
1.06B
NAESX
Price
$121.31
Change
-$0.03 (-0.02%)
Updated
Oct 17 closing price
Net Assets
162.36B
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BSMIX vs NAESX

Header iconBSMIX vs NAESX Comparison
Open Charts BSMIX vs NAESXBanner chart's image
iShares Russell Small/Mid-Cap Idx Instl
Price$18.22
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
BSMIX vs NAESX Comparison Chart in %
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BSMIX vs. NAESX commentary
Oct 19, 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.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BSMIX (1.06B). BSMIX pays higher dividends than NAESX: BSMIX (1.36) vs NAESX (1.23). 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 : 6.93 vs. NAESX (4.92). NAESX return over 5 years is better than : 55.28 vs. BSMIX (47.10).
BSMIXNAESXBSMIX / NAESX
Total Expense Ratio0.130.1776%
Annual Report Gross Expense Ratio0.140.1782%
Fund Existence10 years65 years-
Gain YTD9.3235.577167%
Front LoadN/AN/A-
Min. Initial Investment2000000300066,667%
Min. Initial Investment IRAN/AN/A-
Net Assets1.06B162B1%
Annual Yield % from dividends1.361.23111%
Returns for 1 year6.934.92141%
Returns for 3 years41.0141.9198%
Returns for 5 years47.1055.2885%
Returns for 10 years116.47130.1689%
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