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NAESX vs NSGRX
NAESX vs NSGRX Comparison
Open Charts NAESX vs NSGRX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
Northern Small Cap Core I
Price$22.16
Change-$1.49 (-6.30%)
VolumeN/A
Net Assets358.59M
NAESX vs NSGRX Comparison Chart
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NAESX vs. NSGRX commentary
Apr 04, 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 Hold and NSGRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NSGRX (359M). NAESX pays higher dividends than NSGRX: NAESX (1.39) vs NSGRX (1.11). 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 (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 : 1.18 vs. NSGRX (-14.88). NAESX return over 5 years is better than : 115.68 vs. NSGRX (45.40).
| 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 | -5.833 | -6.559 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 359M | 42,618% |
| Annual Yield % from dividends | 1.39 | 1.11 | 125% |
| Returns for 1 year | 1.18 | -14.88 | -8% |
| Returns for 3 years | 6.44 | -12.72 | -51% |
| Returns for 5 years | 115.68 | 45.40 | 255% |
| Returns for 10 years | 90.61 | 12.75 | 710% |
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