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$16.25
Change-$0.29 (-1.75%)
VolumeN/A
Net Assets953.56M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
BSMKX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BSMKX vs. NAESX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BSMKX (954M). BSMKX pays higher dividends than NAESX: BSMKX (1.44) vs NAESX (1.35). 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 (5.19) and BSMKX (5.10) have marching annual gain over last year. NAESX return over 5 years is better than : 63.19 vs. BSMKX (52.70).
| 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 | -3.175 | -4.390 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 3000 | 166,667% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 148B | 1% |
| Annual Yield % from dividends | 1.44 | 1.35 | 107% |
| Returns for 1 year | 5.10 | 5.19 | 98% |
| Returns for 3 years | 27.11 | 31.28 | 87% |
| Returns for 5 years | 52.70 | 63.19 | 83% |
| Returns for 10 years | N/A | 92.88 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement