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BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
iShares Russell Small/Mid-Cap Idx K
Price$19.45
Change+$1.07 (+5.82%)
VolumeN/A
Net Assets1.17B
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
BSMKX vs NAESX Comparison Chart in %
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BSMKX vs. NAESX commentary
Feb 04, 2026
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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BSMKX (1.17B). BSMKX pays higher dividends than NAESX: BSMKX (1.28) vs NAESX (1.16). BSMKX was incepted earlier than NAESX: BSMKX (10 years) vs NAESX (65 years). NAESX (0.17) is less costly to investors than BSMKX (0.08). BSMKX is a more actively managed with annual turnover of: 36.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than BSMKX: NAESX (3000) vs BSMKX (5000000). BSMKX annual gain was more profitable for investors over the last year : 14.66 vs. NAESX (10.68). NAESX return over 5 years is better than : 31.77 vs. BSMKX (27.44).
| BSMKX | NAESX | BSMKX / NAESX | |
| Total Expense Ratio | 0.07 | 0.17 | 41% |
| Annual Report Gross Expense Ratio | 0.08 | 0.17 | 47% |
| Fund Existence | 10 years | 65 years | - |
| Gain YTD | 6.400 | 5.519 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.17B | 162B | 1% |
| Annual Yield % from dividends | 1.28 | 1.16 | 110% |
| Returns for 1 year | 14.66 | 10.68 | 137% |
| Returns for 3 years | 36.06 | 33.00 | 109% |
| Returns for 5 years | 27.44 | 31.77 | 86% |
| Returns for 10 years | 168.41 | 185.98 | 91% |
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