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MXISX vs NAESX
MXISX vs NAESX Comparison
Open Charts MXISX vs NAESX
Empower S&P SmallCap 600® Index I
Price$13.47
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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MXISX vs NAESX Comparison Chart
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MXISX vs. NAESX commentary
Sep 20, 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 MXISX is a StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. MXISX (1.18B). 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 : 20.72 vs. MXISX (17.55). NAESX return over 5 years is better than : 51.64 vs. MXISX (15.22).
| 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 | 5.919 | 9.695 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.18B | 149B | 1% |
| Annual Yield % from dividends | 0.49 | 1.31 | 37% |
| Returns for 1 year | 17.55 | 20.72 | 85% |
| Returns for 3 years | -7.97 | 5.63 | -142% |
| Returns for 5 years | 15.22 | 51.64 | 29% |
| Returns for 10 years | 18.72 | 113.34 | 17% |