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NAESX vs NSGRX
NAESX vs NSGRX Comparison
Open Charts NAESX vs NSGRX
Vanguard Small Cap Index I
Price$113.82
Change+$1.14 (+1.01%)
VolumeN/A
Net Assets160.88B
Northern Small Cap Core I
Price$24.67
Change+$0.21 (+0.86%)
VolumeN/A
Net Assets383.22M
NAESX vs NSGRX Comparison Chart
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NAESX vs. NSGRX commentary
Mar 02, 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 (383M). 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 : 8.47 vs. NSGRX (-9.76). NAESX return over 5 years is better than : 62.72 vs. NSGRX (10.61).
| 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 | -1.155 | -2.529 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 383M | 42,037% |
| Annual Yield % from dividends | 1.31 | 1.83 | 72% |
| Returns for 1 year | 8.47 | -9.76 | -87% |
| Returns for 3 years | 16.49 | -5.51 | -299% |
| Returns for 5 years | 62.72 | 10.61 | 591% |
| Returns for 10 years | 103.49 | 20.47 | 506% |
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