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AASMX vs NAESX
AASMX vs NAESX Comparison
Open Charts AASMX vs NAESX
Thrivent Small Cap Stock A
Price$19.63
Change+$0.14 (+0.72%)
VolumeN/A
Net Assets2.67B
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
AASMX vs NAESX Comparison Chart
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AASMX vs. NAESX commentary
Apr 18, 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 AASMX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. AASMX (2.67B). NAESX pays higher dividends than AASMX: NAESX (1.39) vs AASMX (0.59). AASMX was incepted earlier than NAESX: AASMX (29 years) vs NAESX (65 years). AASMX (1.01) is less costly to investors than NAESX (0.17). AASMX is a more actively managed with annual turnover of: 54.00 vs. NAESX (12.00). AASMX has a lower initial minimum investment than NAESX: AASMX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -2.42 vs. AASMX (-7.52). NAESX return over 5 years is better than : 66.71 vs. AASMX (43.54).
| AASMX | NAESX | AASMX / NAESX | |
| Total Expense Ratio | 1.01 | 0.17 | 594% |
| Annual Report Gross Expense Ratio | 1.01 | 0.17 | 594% |
| Fund Existence | 29 years | 65 years | - |
| Gain YTD | -16.075 | -14.464 | 111% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 143B | 2% |
| Annual Yield % from dividends | 0.59 | 1.39 | 42% |
| Returns for 1 year | -7.52 | -2.42 | 311% |
| Returns for 3 years | -14.83 | 0.49 | -3,047% |
| Returns for 5 years | 43.54 | 66.71 | 65% |
| Returns for 10 years | 4.49 | 73.20 | 6% |
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