BVAOX
Price
$10.96
Change
+$0.04 (+0.37%)
Updated
Jul 3 closing price
Net Assets
175.58M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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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$10.96
Change+$0.04 (+0.37%)
VolumeN/A
Net Assets175.58M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
BVAOX vs NAESX Comparison Chart in %
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BVAOX vs. NAESX commentary
Jul 05, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. BVAOX (176M). NAESX pays higher dividends than BVAOX: NAESX (1.28) 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 : 12.22 vs. BVAOX (-1.56). NAESX return over 5 years is better than : 69.32 vs. BVAOX (7.62).
BVAOXNAESXBVAOX / NAESX
Total Expense Ratio1.100.17647%
Annual Report Gross Expense Ratio1.100.17647%
Fund Existence29 years65 years-
Gain YTD-3.0951.432-216%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets176M148B0%
Annual Yield % from dividends0.061.285%
Returns for 1 year-1.5612.22-13%
Returns for 3 years17.7937.8347%
Returns for 5 years7.6269.3211%
Returns for 10 years-28.39108.83-26%
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