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CSPYX vs NAESX
CSPYX vs NAESX Comparison
Open Charts CSPYX vs NAESX
Columbia Small Cap Index Inst3
Price$20.57
Change+$0.73 (+3.68%)
VolumeN/A
Net Assets2.48B
Vanguard Small Cap Index I
Price$111.00
Change+$4.00 (+3.74%)
VolumeN/A
Net Assets139.54B
CSPYX vs NAESX Comparison Chart
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CSPYX vs. NAESX commentary
May 13, 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 CSPYX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. CSPYX (2.48B). CSPYX pays higher dividends than NAESX: CSPYX (1.66) vs NAESX (1.43). CSPYX was incepted earlier than NAESX: CSPYX (8 years) vs NAESX (65 years). CSPYX (0.20) is less costly to investors than NAESX (0.17). CSPYX is a more actively managed with annual turnover of: 23.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than CSPYX: NAESX (3000) vs CSPYX (1000000). NAESX annual gain was more profitable for investors over the last year : 0.63 vs. CSPYX (-15.33). NAESX return over 5 years is better than : 80.36 vs. CSPYX (32.56).
| CSPYX | NAESX | CSPYX / NAESX | |
| Total Expense Ratio | 0.20 | 0.17 | 118% |
| Annual Report Gross Expense Ratio | 0.20 | 0.17 | 118% |
| Fund Existence | 8 years | 65 years | - |
| Gain YTD | -9.777 | -6.997 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 140B | 2% |
| Annual Yield % from dividends | 1.66 | 1.43 | 116% |
| Returns for 1 year | -15.33 | 0.63 | -2,445% |
| Returns for 3 years | -14.94 | 20.00 | -75% |
| Returns for 5 years | 32.56 | 80.36 | 41% |
| Returns for 10 years | N/A | 88.96 | - |