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NAESX vs NVSOX
NAESX vs NVSOX Comparison
Open Charts NAESX vs NVSOX
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
Allspring Disciplined Small Cap Adm
Price$12.33
Change+$0.20 (+1.65%)
VolumeN/A
Net Assets90.54M
NAESX vs NVSOX Comparison Chart
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NAESX vs. NVSOX commentary
May 10, 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 Buy and NVSOX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. NVSOX (90.5M). NAESX pays higher dividends than NVSOX: NAESX (1.43) vs NVSOX (0.14). NAESX was incepted earlier than NVSOX: NAESX (65 years) vs NVSOX (32 years). NVSOX (1.64) is less costly to investors than NAESX (0.17). NVSOX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than NVSOX: NAESX (3000) vs NVSOX (1000000). NAESX annual gain was more profitable for investors over the last year : -0.09 vs. NVSOX (-6.78). NVSOX return over 5 years is better than : 74.50 vs. NAESX (65.08).
| NAESX | NVSOX | NAESX / NVSOX | |
| Total Expense Ratio | 0.17 | 0.85 | 20% |
| Annual Report Gross Expense Ratio | 0.17 | 1.64 | 10% |
| Fund Existence | 65 years | 32 years | - |
| Gain YTD | -8.414 | -7.757 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 90.5M | 154,696% |
| Annual Yield % from dividends | 1.43 | 0.14 | 1,016% |
| Returns for 1 year | -0.09 | -6.78 | 1% |
| Returns for 3 years | 20.27 | 17.61 | 115% |
| Returns for 5 years | 65.08 | 74.50 | 87% |
| Returns for 10 years | 87.81 | -50.23 | -175% |
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