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MFCAX vs NAESX
MFCAX vs NAESX Comparison
Open Charts MFCAX vs NAESX
Vanguard Small Cap Index I
Price$108.19
Change-$0.40 (-0.37%)
VolumeN/A
Net Assets139.54B
MFCAX vs NAESX Comparison Chart
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MFCAX vs. NAESX commentary
May 24, 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 MFCAX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. MFCAX (520M). NAESX pays higher dividends than MFCAX: NAESX (1.43) vs MFCAX (0.25). MFCAX was incepted earlier than NAESX: MFCAX (12 years) vs NAESX (65 years). MFCAX (1.45) is less costly to investors than NAESX (0.17). MFCAX is a more actively managed with annual turnover of: 58.00 vs. NAESX (13.00). MFCAX has a lower initial minimum investment than NAESX: MFCAX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.75 vs. MFCAX (-1.08). NAESX return over 5 years is better than : 67.31 vs. MFCAX (22.93).
| MFCAX | NAESX | MFCAX / NAESX | |
| Total Expense Ratio | 1.45 | 0.17 | 853% |
| Annual Report Gross Expense Ratio | 1.45 | 0.17 | 853% |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | -3.648 | -5.554 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 520M | 140B | 0% |
| Annual Yield % from dividends | 0.25 | 1.43 | 18% |
| Returns for 1 year | -1.08 | 1.75 | -62% |
| Returns for 3 years | -5.11 | 22.26 | -23% |
| Returns for 5 years | 22.93 | 67.31 | 34% |
| Returns for 10 years | -10.51 | 90.72 | -12% |
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