BVAOX
Price
$10.50
Change
+$0.03 (+0.29%)
Updated
Aug 19 closing price
Net Assets
164.09M
NAESX
Price
$118.15
Change
+$0.31 (+0.26%)
Updated
Aug 18 closing price
Net Assets
154.18B
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BVAOX vs NAESX

Header iconBVAOX vs NAESX Comparison
Open Charts BVAOX vs NAESXBanner chart's image
Madison Small Cap Y
Price$10.50
Change+$0.03 (+0.29%)
VolumeN/A
Net Assets164.09M
Vanguard Small Cap Index I
Price$118.15
Change+$0.31 (+0.26%)
VolumeN/A
Net Assets154.18B
BVAOX vs NAESX Comparison Chart in %
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BVAOX vs. NAESX commentary
Aug 20, 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 BVAOX is a Buy and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. BVAOX (164M). NAESX pays higher dividends than BVAOX: NAESX (1.25) vs BVAOX (0.06). BVAOX was incepted earlier than NAESX: BVAOX (29 years) vs NAESX (65 years). BVAOX (1.10) is less costly to investors than NAESX (0.17). BVAOX is a more actively managed with annual turnover of: 39.00 vs. NAESX (13.00). BVAOX has a lower initial minimum investment than NAESX: BVAOX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.28 vs. BVAOX (-7.78). NAESX return over 5 years is better than : 58.80 vs. BVAOX (-5.71).
BVAOXNAESXBVAOX / NAESX
Total Expense Ratio1.100.17647%
Annual Report Gross Expense Ratio1.100.17647%
Fund Existence29 years65 years-
Gain YTD-7.4272.763-269%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets164M154B0%
Annual Yield % from dividends0.061.255%
Returns for 1 year-7.789.28-84%
Returns for 3 years3.4124.2514%
Returns for 5 years-5.7158.80-10%
Returns for 10 years-27.87124.92-22%
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