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BSVSX vs NAESX
BSVSX vs NAESX Comparison
Open Charts BSVSX vs NAESX
Baird Equity Opportunity Investor
Price$14.93
Change-$0.03 (-0.20%)
VolumeN/A
Net Assets76.97M
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
BSVSX vs NAESX Comparison Chart in %
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BSVSX vs. NAESX commentary
Dec 28, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. BSVSX (77M). NAESX pays higher dividends than BSVSX: NAESX (1.21) vs BSVSX (0.01). BSVSX was incepted earlier than NAESX: BSVSX (14 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). NAESX annual gain was more profitable for investors over the last year : 7.55 vs. BSVSX (-9.56). NAESX return over 5 years is better than : 36.08 vs. BSVSX (-2.79).
| 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 | 14 years | 65 years | - |
| Gain YTD | -7.783 | 9.616 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 77M | 163B | 0% |
| Annual Yield % from dividends | 0.01 | 1.21 | 1% |
| Returns for 1 year | -9.56 | 7.55 | -127% |
| Returns for 3 years | 30.29 | 45.02 | 67% |
| Returns for 5 years | -2.79 | 36.08 | -8% |
| Returns for 10 years | 14.48 | 141.47 | 10% |
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