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BSVSX vs NAESX
BSVSX vs NAESX Comparison
Open Charts BSVSX vs NAESX
Baird Equity Opportunity Investor
Price$15.98
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets75.89M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
BSVSX vs NAESX Comparison Chart in %
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BSVSX vs. NAESX commentary
Aug 18, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. BSVSX (75.9M). NAESX pays higher dividends than BSVSX: NAESX (1.25) 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 : 17.68 vs. NAESX (9.15). NAESX return over 5 years is better than : 57.53 vs. BSVSX (16.27).
| 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 | -1.297 | 2.494 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 75.9M | 154B | 0% |
| Annual Yield % from dividends | 0.01 | 1.25 | 1% |
| Returns for 1 year | 17.68 | 9.15 | 193% |
| Returns for 3 years | -6.32 | 20.39 | -31% |
| Returns for 5 years | 16.27 | 57.53 | 28% |
| Returns for 10 years | 17.21 | 112.59 | 15% |
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