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BSVIX vs NAESX
BSVIX vs NAESX Comparison
Open Charts BSVIX vs NAESX
Baird Equity Opportunity Institutional
Price$15.14
Change+$0.02 (+0.13%)
VolumeN/A
Net Assets77.1M
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
BSVIX vs NAESX Comparison Chart in %
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BSVIX vs. NAESX commentary
Dec 27, 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 BSVIX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. BSVIX (77.1M). NAESX pays higher dividends than BSVIX: NAESX (1.21) vs BSVIX (0.02). 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 : 8.22 vs. BSVIX (-8.50). NAESX return over 5 years is better than : 36.35 vs. BSVIX (-1.42).
| 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 | -7.401 | 9.833 | -75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77.1M | 163B | 0% |
| Annual Yield % from dividends | 0.02 | 1.21 | 2% |
| Returns for 1 year | -8.50 | 8.22 | -103% |
| Returns for 3 years | 30.90 | 44.83 | 69% |
| Returns for 5 years | -1.42 | 36.35 | -4% |
| Returns for 10 years | 16.73 | 143.16 | 12% |
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