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MXISX vs NAESX
MXISX vs NAESX Comparison
Open Charts MXISX vs NAESX
Empower S&P SmallCap 600® Index I
Price$11.78
Change+$0.26 (+2.26%)
VolumeN/A
Net Assets988.41M
Vanguard Small Cap Index I
Price$106.28
Change+$2.32 (+2.23%)
VolumeN/A
Net Assets143.36B
MXISX vs NAESX Comparison Chart
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MXISX vs. NAESX commentary
May 04, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. MXISX (988M). NAESX pays higher dividends than MXISX: NAESX (1.43) vs MXISX (0.86). MXISX was incepted earlier than NAESX: MXISX (31 years) vs NAESX (65 years). MXISX (0.57) is less costly to investors than NAESX (0.17). MXISX is a more actively managed with annual turnover of: 27.00 vs. NAESX (13.00). 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 : 2.68 vs. MXISX (-4.98). NAESX return over 5 years is better than : 76.39 vs. MXISX (37.97).
| MXISX | NAESX | MXISX / NAESX | |
| Total Expense Ratio | 0.56 | 0.17 | 329% |
| Annual Report Gross Expense Ratio | 0.57 | 0.17 | 335% |
| Fund Existence | 31 years | 65 years | - |
| Gain YTD | -10.282 | -7.623 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 988M | 143B | 1% |
| Annual Yield % from dividends | 0.86 | 1.43 | 60% |
| Returns for 1 year | -4.98 | 2.68 | -186% |
| Returns for 3 years | -6.51 | 12.99 | -50% |
| Returns for 5 years | 37.97 | 76.39 | 50% |
| Returns for 10 years | 2.40 | 92.14 | 3% |
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