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BOGIX vs NAESX
BOGIX vs NAESX Comparison
Open Charts BOGIX vs NAESX
SGI Small Cap Core Fund I Shares
Price$27.47
Change-$1.81 (-6.18%)
VolumeN/A
Net Assets107.25M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
BOGIX vs NAESX Comparison Chart
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BOGIX vs. NAESX commentary
Apr 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BOGIX (107M). 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 : 1.18 vs. BOGIX (-5.41). NAESX return over 5 years is better than : 115.68 vs. BOGIX (60.14).
| 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 | -6.364 | -5.833 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 107M | 153B | 0% |
| Annual Yield % from dividends | 0.67 | 1.39 | 48% |
| Returns for 1 year | -5.41 | 1.18 | -460% |
| Returns for 3 years | 7.68 | 6.44 | 119% |
| Returns for 5 years | 60.14 | 115.68 | 52% |
| Returns for 10 years | -12.56 | 90.61 | -14% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
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