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NAESX vs NSGRX
NAESX vs NSGRX Comparison
Open Charts NAESX vs NSGRX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Northern Small Cap Core I
Price$30.14
Change-$0.33 (-1.08%)
VolumeN/A
CapitalizationN/A
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NAESX vs NSGRX Comparison Chart
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NAESX vs. NSGRX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. NSGRX (426M). 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 : 25.47 vs. NSGRX (22.32). NAESX return over 5 years is better than : 53.25 vs. NSGRX (20.64).
| 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 | 10.861 | 12.894 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 426M | 34,977% |
| Annual Yield % from dividends | 1.31 | 1.83 | 72% |
| Returns for 1 year | 25.47 | 22.32 | 114% |
| Returns for 3 years | 8.84 | -3.98 | -222% |
| Returns for 5 years | 53.25 | 20.64 | 258% |
| Returns for 10 years | 120.79 | 57.25 | 211% |