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NAESX vs NESGX
NAESX vs NESGX Comparison
Open Charts NAESX vs NESGX
Vanguard Small Cap Index I
Price$106.28
Change+$2.32 (+2.23%)
VolumeN/A
Net Assets143.36B
Needham Small Cap Growth Retail
Price$15.16
Change+$0.45 (+3.06%)
VolumeN/A
Net Assets119.19M
NAESX vs NESGX Comparison Chart
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NAESX vs. NESGX commentary
May 03, 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 Buy and NESGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. NESGX (119M). NAESX pays higher dividends than NESGX: NAESX (1.43) vs NESGX (0.00). NAESX was incepted earlier than NESGX: NAESX (65 years) vs NESGX (23 years). NESGX (1.92) 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 : 0.44 vs. NESGX (-12.86). NAESX return over 5 years is better than : 72.54 vs. NESGX (-16.09).
| NAESX | NESGX | NAESX / NESGX | |
| Total Expense Ratio | 0.17 | 1.83 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 1.92 | 9% |
| Fund Existence | 65 years | 23 years | - |
| Gain YTD | -9.640 | -20.357 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 119M | 120,168% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 0.44 | -12.86 | -3% |
| Returns for 3 years | 10.52 | -16.70 | -63% |
| Returns for 5 years | 72.54 | -16.09 | -451% |
| Returns for 10 years | 87.95 | 3.45 | 2,552% |
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