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NAESX vs NSGRX
NAESX vs NSGRX Comparison
Open Charts NAESX vs NSGRX
Vanguard Small Cap Index I
Price$119.29
Change-$1.38 (-1.14%)
VolumeN/A
CapitalizationN/A
Northern Small Cap Core I
Price$31.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
NAESX vs NSGRX Comparison Chart
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NAESX vs. NSGRX commentary
Nov 15, 2024
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: 151B vs. NSGRX (444M). 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 : 32.08 vs. NSGRX (25.31). NAESX return over 5 years is better than : 58.92 vs. NSGRX (22.80).
| 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 | 18.357 | 17.933 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 444M | 34,009% |
| Annual Yield % from dividends | 1.31 | 1.83 | 72% |
| Returns for 1 year | 32.08 | 25.31 | 127% |
| Returns for 3 years | 7.05 | -9.40 | -75% |
| Returns for 5 years | 58.92 | 22.80 | 258% |
| Returns for 10 years | 127.82 | 55.22 | 232% |
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