Interact to see
Advertisement
Advertisement
BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
iShares Russell Small/Mid-Cap Idx K
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
BSMKX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BSMKX 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 BSMKX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BSMKX (1.02B). BSMKX pays higher dividends than NAESX: BSMKX (1.38) vs NAESX (1.28). BSMKX was incepted earlier than NAESX: BSMKX (10 years) vs NAESX (65 years). NAESX (0.17) is less costly to investors than BSMKX (0.10). BSMKX is a more actively managed with annual turnover of: 43.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than BSMKX: NAESX (3000) vs BSMKX (5000000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. BSMKX (8.04). NAESX return over 5 years is better than : 66.66 vs. BSMKX (56.09).
| BSMKX | NAESX | BSMKX / NAESX | |
| Total Expense Ratio | 0.08 | 0.17 | 47% |
| Annual Report Gross Expense Ratio | 0.10 | 0.17 | 59% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 4.584 | 2.781 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 153B | 1% |
| Annual Yield % from dividends | 1.38 | 1.28 | 108% |
| Returns for 1 year | 8.04 | 8.46 | 95% |
| Returns for 3 years | 31.12 | 34.15 | 91% |
| Returns for 5 years | 56.09 | 66.66 | 84% |
| Returns for 10 years | N/A | 114.71 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement