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BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
iShares Russell Small/Mid-Cap Idx K
Price$17.35
Change+$0.14 (+0.81%)
VolumeN/A
Net Assets1B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
BSMKX vs NAESX Comparison Chart in %
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BSMKX vs. NAESX commentary
Jul 06, 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: 148B vs. BSMKX (1B). 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). BSMKX annual gain was more profitable for investors over the last year : 12.87 vs. NAESX (12.22). NAESX return over 5 years is better than : 69.32 vs. BSMKX (59.00).
| 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 | 3.379 | 1.432 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1B | 148B | 1% |
| Annual Yield % from dividends | 1.38 | 1.28 | 108% |
| Returns for 1 year | 12.87 | 12.22 | 105% |
| Returns for 3 years | 34.80 | 37.83 | 92% |
| Returns for 5 years | 59.00 | 69.32 | 85% |
| Returns for 10 years | N/A | 108.83 | - |
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