BVAOX
Price
$10.28
Change
-$0.17 (-1.63%)
Updated
Nov 13 closing price
Net Assets
157.15M
NAESX
Price
$122.63
Change
+$0.18 (+0.15%)
Updated
Nov 12 closing price
Net Assets
161.58B
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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$10.28
Change-$0.17 (-1.63%)
VolumeN/A
Net Assets157.15M
Vanguard Small Cap Index I
Price$122.63
Change+$0.18 (+0.15%)
VolumeN/A
Net Assets161.58B
BVAOX vs NAESX Comparison Chart in %
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BVAOX vs. NAESX commentary
Nov 14, 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 Hold and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BVAOX (157M). NAESX pays higher dividends than BVAOX: NAESX (1.22) 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 : 1.42 vs. BVAOX (-17.80). NAESX return over 5 years is better than : 48.22 vs. BVAOX (-15.13).
BVAOXNAESXBVAOX / NAESX
Total Expense Ratio1.100.17647%
Annual Report Gross Expense Ratio1.100.17647%
Fund Existence29 years65 years-
Gain YTD-7.6046.726-113%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets157M162B0%
Annual Yield % from dividends0.061.225%
Returns for 1 year-17.801.42-1,251%
Returns for 3 years8.8033.1427%
Returns for 5 years-15.1348.22-31%
Returns for 10 years-24.37137.58-18%
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