BVAOX
Price
$10.80
Change
+$0.02 (+0.19%)
Updated
Sep 8 closing price
Net Assets
166.56M
NAESX
Price
$122.59
Change
+$0.15 (+0.12%)
Updated
Sep 8 closing price
Net Assets
161.26B
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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$10.80
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets166.56M
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
BVAOX vs NAESX Comparison Chart in %
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BVAOX 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 BVAOX is a Buy and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BVAOX (167M). NAESX pays higher dividends than BVAOX: NAESX (1.20) 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 : 15.53 vs. BVAOX (-2.56). NAESX return over 5 years is better than : 68.06 vs. BVAOX (-1.23).
BVAOXNAESXBVAOX / NAESX
Total Expense Ratio1.100.17647%
Annual Report Gross Expense Ratio1.100.17647%
Fund Existence29 years65 years-
Gain YTD-4.5096.625-68%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets167M161B0%
Annual Yield % from dividends0.061.205%
Returns for 1 year-2.5615.53-16%
Returns for 3 years11.6332.3936%
Returns for 5 years-1.2368.06-2%
Returns for 10 years-24.63133.63-18%
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