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NAESX vs NSGRX
NAESX vs NSGRX Comparison
Open Charts NAESX vs NSGRX
Vanguard Small Cap Index I
Price$124.13
Change+$1.84 (+1.50%)
VolumeN/A
Net Assets161.26B
Northern Small Cap Core I
Price$27.81
Change+$0.62 (+2.28%)
VolumeN/A
Net Assets363.45M
NAESX vs NSGRX Comparison Chart in %
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NAESX vs. NSGRX commentary
Sep 19, 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: 161B vs. NSGRX (363M). NAESX pays higher dividends than NSGRX: NAESX (1.20) vs NSGRX (0.98). NAESX was incepted earlier than NSGRX: NAESX (65 years) vs NSGRX (26 years). NSGRX (0.57) is less costly to investors than NAESX (0.17). NSGRX is a more actively managed with annual turnover of: 17.68 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 : 9.60 vs. NSGRX (-7.94). NAESX return over 5 years is better than : 67.20 vs. NSGRX (19.15).
| NAESX | NSGRX | NAESX / NSGRX | |
| Total Expense Ratio | 0.17 | 0.52 | 33% |
| Annual Report Gross Expense Ratio | 0.17 | 0.57 | 30% |
| Fund Existence | 65 years | 26 years | - |
| Gain YTD | 6.364 | 7.428 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 363M | 44,353% |
| Annual Yield % from dividends | 1.20 | 0.98 | 123% |
| Returns for 1 year | 9.60 | -7.94 | -121% |
| Returns for 3 years | 37.39 | 13.58 | 275% |
| Returns for 5 years | 67.20 | 19.15 | 351% |
| Returns for 10 years | 132.16 | 39.95 | 331% |
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