Ad is loading...
MXISX vs NAESX
MXISX vs NAESX Comparison
Open Charts MXISX vs NAESX
Empower S&P SmallCap 600® Index I
Price$13.45
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets1.21B
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
MXISX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MXISX vs. NAESX commentary
Jan 19, 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 MXISX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. MXISX (1.21B). NAESX pays higher dividends than MXISX: NAESX (1.31) vs MXISX (0.49). MXISX was incepted earlier than NAESX: MXISX (31 years) vs NAESX (64 years). MXISX is a more actively managed with annual turnover of: 30.00 vs. NAESX (12.00). MXISX has a lower initial minimum investment than NAESX: MXISX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. MXISX (11.22). NAESX return over 5 years is better than : 48.81 vs. MXISX (12.07).
| MXISX | NAESX | MXISX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 64 years | - |
| Gain YTD | 1.904 | 3.370 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.21B | 155B | 1% |
| Annual Yield % from dividends | 0.49 | 1.31 | 37% |
| Returns for 1 year | 11.22 | 21.23 | 53% |
| Returns for 3 years | -2.83 | 17.16 | -16% |
| Returns for 5 years | 12.07 | 48.81 | 25% |
| Returns for 10 years | 21.44 | 126.44 | 17% |
View a ticker or compare two or three
VS
VS
Ad is loading...