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AASMX vs NAESX
AASMX vs NAESX Comparison
Open Charts AASMX vs NAESX
Thrivent Small Cap Stock A
Price$21.23
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets2.88B
Vanguard Small Cap Index I
Price$108.59
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets139.54B
AASMX vs NAESX Comparison Chart
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AASMX vs. NAESX commentary
May 23, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. AASMX (2.88B). NAESX pays higher dividends than AASMX: NAESX (1.43) vs AASMX (0.61). 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 : 1.75 vs. AASMX (-6.30). NAESX return over 5 years is better than : 67.31 vs. AASMX (44.15).
| 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 | -9.235 | -5.554 | 166% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2000 | 3000 | 67% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 140B | 2% |
| Annual Yield % from dividends | 0.61 | 1.43 | 43% |
| Returns for 1 year | -6.30 | 1.75 | -360% |
| Returns for 3 years | -1.69 | 22.26 | -8% |
| Returns for 5 years | 44.15 | 67.31 | 66% |
| Returns for 10 years | 13.48 | 90.72 | 15% |
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