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BSMKX vs NAESX
BSMKX vs NAESX Comparison
Open Charts BSMKX vs NAESX
iShares Russell Small/Mid-Cap Idx K
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
BSMKX vs NAESX Comparison Chart in %
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BSMKX 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 BSMKX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BSMKX (1.06B). BSMKX pays higher dividends than NAESX: BSMKX (1.42) vs NAESX (1.20). 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 (13.73) and NAESX (13.62) have marching annual gain over last year. NAESX return over 5 years is better than : 66.60 vs. BSMKX (55.63).
| 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 | 8.351 | 6.494 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.06B | 161B | 1% |
| Annual Yield % from dividends | 1.42 | 1.20 | 119% |
| Returns for 1 year | 13.73 | 13.62 | 101% |
| Returns for 3 years | 36.23 | 39.23 | 92% |
| Returns for 5 years | 55.63 | 66.60 | 84% |
| Returns for 10 years | 115.82 | 132.36 | 88% |
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