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BSVIX vs NAESX
BSVIX vs NAESX Comparison
Open Charts BSVIX vs NAESX
Baird Equity Opportunity Institutional
Price$15.22
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets77.98M
Vanguard Small Cap Index I
Price$132.17
Change+$1.32 (+1.01%)
VolumeN/A
Net Assets162.31B
BSVIX vs NAESX Comparison Chart in %
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BSVIX vs. NAESX commentary
Jan 17, 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 BSVIX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BSVIX (78M). NAESX pays higher dividends than BSVIX: NAESX (1.22) vs BSVIX (0.00). BSVIX was incepted earlier than NAESX: BSVIX (14 years) vs NAESX (65 years). BSVIX (1.73) is less costly to investors than NAESX (0.17). BSVIX is a more actively managed with annual turnover of: 76.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than BSVIX: NAESX (3000) vs BSVIX (10000). NAESX annual gain was more profitable for investors over the last year : 12.51 vs. BSVIX (-8.37). NAESX return over 5 years is better than : 36.26 vs. BSVIX (-3.73).
| BSVIX | NAESX | BSVIX / NAESX | |
| Total Expense Ratio | 1.25 | 0.17 | 735% |
| Annual Report Gross Expense Ratio | 1.73 | 0.17 | 1,018% |
| Fund Existence | 14 years | 65 years | - |
| Gain YTD | 2.561 | 6.951 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 78M | 162B | 0% |
| Annual Yield % from dividends | 0.00 | 1.22 | - |
| Returns for 1 year | -8.37 | 12.51 | -67% |
| Returns for 3 years | 21.80 | 42.12 | 52% |
| Returns for 5 years | -3.73 | 36.26 | -10% |
| Returns for 10 years | 31.08 | 188.03 | 17% |
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