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BSVIX vs NAESX
BSVIX vs NAESX Comparison
Open Charts BSVIX vs NAESX
Baird Equity Opportunity Institutional
Price$16.87
Change+$0.22 (+1.32%)
VolumeN/A
Net Assets79.17M
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
BSVIX vs NAESX Comparison Chart in %
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BSVIX vs. NAESX commentary
Sep 09, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BSVIX (79.2M). NAESX pays higher dividends than BSVIX: NAESX (1.20) vs BSVIX (0.02). BSVIX was incepted earlier than NAESX: BSVIX (13 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). BSVIX annual gain was more profitable for investors over the last year : 20.70 vs. NAESX (15.53). NAESX return over 5 years is better than : 68.06 vs. BSVIX (26.93).
| 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 | 13 years | 65 years | - |
| Gain YTD | 2.813 | 6.625 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.2M | 161B | 0% |
| Annual Yield % from dividends | 0.02 | 1.20 | 2% |
| Returns for 1 year | 20.70 | 15.53 | 133% |
| Returns for 3 years | 7.31 | 32.39 | 23% |
| Returns for 5 years | 26.93 | 68.06 | 40% |
| Returns for 10 years | 28.83 | 133.63 | 22% |
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