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NAESX vs NSGRX
NAESX vs NSGRX Comparison
Open Charts NAESX vs NSGRX
Vanguard Small Cap Index I
Price$106.28
Change+$2.32 (+2.23%)
VolumeN/A
Net Assets143.36B
Northern Small Cap Core I
Price$23.29
Change+$0.47 (+2.06%)
VolumeN/A
Net Assets337.77M
NAESX vs NSGRX Comparison Chart
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NAESX vs. NSGRX 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 NSGRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. NSGRX (338M). NAESX pays higher dividends than NSGRX: NAESX (1.43) vs NSGRX (1.13). NAESX was incepted earlier than NSGRX: NAESX (65 years) vs NSGRX (26 years). NSGRX (0.59) is less costly to investors than NAESX (0.17). NSGRX is a more actively managed with annual turnover of: 15.33 vs. NAESX (13.00). NSGRX has a lower initial minimum investment than NAESX: NSGRX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 0.44 vs. NSGRX (-15.61). NAESX return over 5 years is better than : 72.54 vs. NSGRX (18.54).
| NAESX | NSGRX | NAESX / NSGRX | |
| Total Expense Ratio | 0.17 | 0.54 | 31% |
| Annual Report Gross Expense Ratio | 0.17 | 0.59 | 29% |
| Fund Existence | 65 years | 26 years | - |
| Gain YTD | -9.640 | -9.838 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 338M | 42,308% |
| Annual Yield % from dividends | 1.43 | 1.13 | 126% |
| Returns for 1 year | 0.44 | -15.61 | -3% |
| Returns for 3 years | 10.52 | -9.30 | -113% |
| Returns for 5 years | 72.54 | 18.54 | 391% |
| Returns for 10 years | 87.95 | 12.83 | 686% |
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