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NAESX vs NESGX
NAESX vs NESGX Comparison
Open Charts NAESX vs NESGX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Needham Small Cap Growth Retail
Price$16.60
Change-$0.57 (-3.32%)
VolumeN/A
Net Assets129.41M
NAESX vs NESGX Comparison Chart
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NAESX vs. NESGX commentary
Jun 15, 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 NAESX is a StrongBuy and NESGX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NESGX (129M). NAESX pays higher dividends than NESGX: NAESX (1.35) vs NESGX (0.00). NAESX was incepted earlier than NESGX: NAESX (65 years) vs NESGX (23 years). NESGX (1.86) is less costly to investors than NAESX (0.17). NESGX is a more actively managed with annual turnover of: 62.00 vs. NAESX (13.00). NESGX has a lower initial minimum investment than NAESX: NESGX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. NESGX (-9.59). NAESX return over 5 years is better than : 63.19 vs. NESGX (-12.40).
| NAESX | NESGX | NAESX / NESGX | |
| Total Expense Ratio | 0.17 | 1.79 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 1.86 | 9% |
| Fund Existence | 65 years | 23 years | - |
| Gain YTD | -4.390 | -10.125 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 129M | 114,729% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | -9.59 | -54% |
| Returns for 3 years | 31.28 | 9.14 | 342% |
| Returns for 5 years | 63.19 | -12.40 | -510% |
| Returns for 10 years | 92.88 | 11.86 | 783% |
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