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CSPYX vs NAESX
CSPYX vs NAESX Comparison
Open Charts CSPYX vs NAESX
Columbia Small Cap Index Inst3
Price$18.47
Change+$0.21 (+1.15%)
VolumeN/A
Net Assets2.39B
Vanguard Small Cap Index I
Price$99.70
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets143.36B
CSPYX vs NAESX Comparison Chart
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CSPYX vs. NAESX commentary
Apr 16, 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: 143B vs. CSPYX (2.39B). CSPYX pays higher dividends than NAESX: CSPYX (1.60) vs NAESX (1.39). 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: 29.00 vs. NAESX (12.00). 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 : -4.80 vs. CSPYX (-18.68). NAESX return over 5 years is better than : 73.32 vs. CSPYX (22.93).
| 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 | -16.962 | -14.307 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.39B | 143B | 2% |
| Annual Yield % from dividends | 1.60 | 1.39 | 115% |
| Returns for 1 year | -18.68 | -4.80 | 389% |
| Returns for 3 years | -27.45 | 0.12 | -22,133% |
| Returns for 5 years | 22.93 | 73.32 | 31% |
| Returns for 10 years | N/A | 74.91 | - |
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