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NAESX vs NSGRX
NAESX vs NSGRX Comparison
Open Charts NAESX vs NSGRX
Vanguard Small Cap Index I
Price$120.64
Change-$0.17 (-0.14%)
VolumeN/A
Net Assets155.27B
Northern Small Cap Core I
Price$26.13
Change-$0.08 (-0.31%)
VolumeN/A
Net Assets411.96M
NAESX vs NSGRX Comparison Chart
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NAESX vs. NSGRX commentary
Jan 27, 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 NSGRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. NSGRX (412M). NSGRX pays higher dividends than NAESX: NSGRX (1.83) vs NAESX (1.31). NAESX was incepted earlier than NSGRX: NAESX (64 years) vs NSGRX (25 years). NSGRX is a more actively managed with annual turnover of: 13.01 vs. NAESX (12.00). 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 : 20.40 vs. NSGRX (-0.71). NAESX return over 5 years is better than : 53.45 vs. NSGRX (3.80).
| NAESX | NSGRX | NAESX / NSGRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 25 years | - |
| Gain YTD | 4.768 | 3.240 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 412M | 37,621% |
| Annual Yield % from dividends | 1.31 | 1.83 | 72% |
| Returns for 1 year | 20.40 | -0.71 | -2,856% |
| Returns for 3 years | 24.38 | 0.12 | 20,257% |
| Returns for 5 years | 53.45 | 3.80 | 1,407% |
| Returns for 10 years | 124.31 | 31.94 | 389% |
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