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BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
iShares Russell Small/Mid-Cap Idx K
Price$17.50
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets1.03B
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
BSMKX vs NAESX Comparison Chart in %
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BSMKX vs. NAESX commentary
Aug 17, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. BSMKX (1.03B). BSMKX pays higher dividends than NAESX: BSMKX (1.50) vs NAESX (1.25). 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 : 9.70 vs. NAESX (9.15). NAESX return over 5 years is better than : 57.53 vs. BSMKX (47.25).
| 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 | 4.644 | 2.494 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.03B | 154B | 1% |
| Annual Yield % from dividends | 1.50 | 1.25 | 119% |
| Returns for 1 year | 9.70 | 9.15 | 106% |
| Returns for 3 years | 18.02 | 20.39 | 88% |
| Returns for 5 years | 47.25 | 57.53 | 82% |
| Returns for 10 years | 98.11 | 112.59 | 87% |
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