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AASMX vs NAESX
AASMX vs NAESX Comparison
Open Charts AASMX vs NAESX
Thrivent Small Cap Stock A
Price$21.57
Change-$0.45 (-2.04%)
VolumeN/A
Net Assets2.95B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
AASMX vs NAESX Comparison Chart
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AASMX vs. NAESX commentary
Jun 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. AASMX (2.95B). NAESX pays higher dividends than AASMX: NAESX (1.35) vs AASMX (0.58). 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 (13.00). 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 : 6.92 vs. AASMX (-3.01). NAESX return over 5 years is better than : 65.86 vs. AASMX (39.66).
| 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 | -7.781 | -2.825 | 275% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.95B | 148B | 2% |
| Annual Yield % from dividends | 0.58 | 1.35 | 43% |
| Returns for 1 year | -3.01 | 6.92 | -44% |
| Returns for 3 years | 5.57 | 33.42 | 17% |
| Returns for 5 years | 39.66 | 65.86 | 60% |
| Returns for 10 years | 11.90 | 96.04 | 12% |
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