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BSVSX vs NAESX
BSVSX vs NAESX Comparison
Open Charts BSVSX vs NAESX
Baird Equity Opportunity Investor
Price$16.69
Change+$0.21 (+1.27%)
VolumeN/A
Net Assets79.39M
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
BSVSX vs NAESX Comparison Chart in %
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BSVSX 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 BSVSX is a StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BSVSX (79.4M). NAESX pays higher dividends than BSVSX: NAESX (1.20) vs BSVSX (0.01). BSVSX was incepted earlier than NAESX: BSVSX (13 years) vs NAESX (65 years). BSVSX (1.98) is less costly to investors than NAESX (0.17). BSVSX is a more actively managed with annual turnover of: 76.00 vs. NAESX (13.00). BSVSX has a lower initial minimum investment than NAESX: BSVSX (2500) vs NAESX (3000). BSVSX annual gain was more profitable for investors over the last year : 23.73 vs. NAESX (15.53). NAESX return over 5 years is better than : 68.06 vs. BSVSX (26.64).
| BSVSX | NAESX | BSVSX / NAESX | |
| Total Expense Ratio | 1.50 | 0.17 | 882% |
| Annual Report Gross Expense Ratio | 1.98 | 0.17 | 1,165% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | 3.088 | 6.625 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 79.4M | 161B | 0% |
| Annual Yield % from dividends | 0.01 | 1.20 | 1% |
| Returns for 1 year | 23.73 | 15.53 | 153% |
| Returns for 3 years | 2.27 | 32.39 | 7% |
| Returns for 5 years | 26.64 | 68.06 | 39% |
| Returns for 10 years | 26.53 | 133.63 | 20% |
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