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NAESX vs NSGRX
NAESX vs NSGRX Comparison
Open Charts NAESX vs NSGRX
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
Northern Small Cap Core I
Price$25.41
Change+$0.19 (+0.75%)
VolumeN/A
CapitalizationN/A
NAESX vs NSGRX Comparison Chart
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NAESX vs. NSGRX commentary
Dec 23, 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 Buy and NSGRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. NSGRX (402M). 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 : 14.50 vs. NSGRX (-4.56). NAESX return over 5 years is better than : 47.90 vs. NSGRX (0.71).
| 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 | 14.022 | -4.881 | -287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 402M | 41,542% |
| Annual Yield % from dividends | 1.31 | 1.83 | 72% |
| Returns for 1 year | 14.50 | -4.56 | -318% |
| Returns for 3 years | 10.57 | -9.05 | -117% |
| Returns for 5 years | 47.90 | 0.71 | 6,762% |
| Returns for 10 years | 115.27 | 27.77 | 415% |
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