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CCMSX vs NAESX
CCMSX vs NAESX Comparison
Open Charts CCMSX vs NAESX
Cardinal Small Cap Value Institutional
Price$14.55
Change-$0.16 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$106.43
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
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CCMSX vs NAESX Comparison Chart
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CCMSX vs. NAESX commentary
Sep 08, 2024
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 CCMSX is a StrongSell and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. CCMSX (26.5M). NAESX pays higher dividends than CCMSX: NAESX (1.31) vs CCMSX (1.11). CCMSX was incepted earlier than NAESX: CCMSX (10 years) vs NAESX (64 years). CCMSX is a more actively managed with annual turnover of: 29.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than CCMSX: NAESX (3000) vs CCMSX (1000000). CCMSX annual gain was more profitable for investors over the last year : 22.32 vs. NAESX (14.24). NAESX return over 5 years is better than : 48.80 vs. CCMSX (31.01).
| CCMSX | NAESX | CCMSX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 64 years | - |
| Gain YTD | 11.270 | 5.951 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.5M | 149B | 0% |
| Annual Yield % from dividends | 1.11 | 1.31 | 85% |
| Returns for 1 year | 22.32 | 14.24 | 157% |
| Returns for 3 years | 1.53 | -0.41 | -371% |
| Returns for 5 years | 31.01 | 48.80 | 64% |
| Returns for 10 years | 58.04 | 102.77 | 56% |
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