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BSMIX vs NAESX
BSMIX vs NAESX Comparison
Open Charts BSMIX vs NAESX
iShares Russell Small/Mid-Cap Idx Instl
Price$18.12
Change+$0.22 (+1.23%)
VolumeN/A
Net Assets1.06B
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
BSMIX vs NAESX Comparison Chart in %
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BSMIX vs. NAESX commentary
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BSMIX (1.06B). BSMIX pays higher dividends than NAESX: BSMIX (1.38) vs NAESX (1.20). 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 (13.68) and NAESX (13.62) have marching annual gain over last year. NAESX return over 5 years is better than : 66.60 vs. BSMIX (55.27).
| 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 | 8.326 | 6.494 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 3000 | 66,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 161B | 1% |
| Annual Yield % from dividends | 1.38 | 1.20 | 115% |
| Returns for 1 year | 13.68 | 13.62 | 100% |
| Returns for 3 years | 36.14 | 39.23 | 92% |
| Returns for 5 years | 55.27 | 66.60 | 83% |
| Returns for 10 years | 114.95 | 132.36 | 87% |
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