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BOGIX vs NAESX
BOGIX vs NAESX Comparison
Open Charts BOGIX vs NAESX
SGI Small Cap Core Fund I Shares
Price$33.41
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets120.44M
Vanguard Small Cap Index I
Price$123.52
Change+$0.57 (+0.46%)
VolumeN/A
Net Assets161.26B
BOGIX vs NAESX Comparison Chart in %
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BOGIX vs. NAESX commentary
Oct 06, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. BOGIX (120M). NAESX pays higher dividends than BOGIX: NAESX (1.23) vs BOGIX (0.58). 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 (13.00). 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 : 10.62 vs. BOGIX (5.09). NAESX return over 5 years is better than : 66.97 vs. BOGIX (21.01).
| 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 | 8.474 | 7.501 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 120M | 161B | 0% |
| Annual Yield % from dividends | 0.58 | 1.23 | 47% |
| Returns for 1 year | 5.09 | 10.62 | 48% |
| Returns for 3 years | 36.22 | 42.45 | 85% |
| Returns for 5 years | 21.01 | 66.97 | 31% |
| Returns for 10 years | 16.94 | 139.53 | 12% |
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