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BOGIX vs NAESX
BOGIX vs NAESX Comparison
Open Charts BOGIX vs NAESX
SGI Small Cap Core Fund I Shares
Price$27.99
Change+$0.49 (+1.78%)
VolumeN/A
Net Assets99.8M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
BOGIX vs NAESX Comparison Chart
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BOGIX vs. NAESX commentary
Apr 25, 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 BOGIX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. BOGIX (99.8M). NAESX pays higher dividends than BOGIX: NAESX (1.39) vs BOGIX (0.67). BOGIX was incepted earlier than NAESX: BOGIX (26 years) vs NAESX (65 years). BOGIX (1.25) is less costly to investors than NAESX (0.17). BOGIX is a more actively managed with annual turnover of: 211.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than BOGIX: NAESX (3000) vs BOGIX (10000). NAESX annual gain was more profitable for investors over the last year : -2.36 vs. BOGIX (-7.02). NAESX return over 5 years is better than : 71.57 vs. BOGIX (30.92).
| BOGIX | NAESX | BOGIX / NAESX | |
| Total Expense Ratio | 1.23 | 0.17 | 724% |
| Annual Report Gross Expense Ratio | 1.25 | 0.17 | 735% |
| Fund Existence | 26 years | 65 years | - |
| Gain YTD | -10.714 | -12.247 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 99.8M | 143B | 0% |
| Annual Yield % from dividends | 0.67 | 1.39 | 48% |
| Returns for 1 year | -7.02 | -2.36 | 297% |
| Returns for 3 years | 6.72 | 4.67 | 144% |
| Returns for 5 years | 30.92 | 71.57 | 43% |
| Returns for 10 years | -17.37 | 78.60 | -22% |
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