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NAESX vs NVSOX
NAESX vs NVSOX Comparison
Open Charts NAESX vs NVSOX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Allspring Disciplined Small Cap Adm
Price$12.84
Change-$0.24 (-1.83%)
VolumeN/A
Net Assets94.04M
NAESX vs NVSOX Comparison Chart
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NAESX vs. NVSOX commentary
Jun 16, 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 StrongBuy and NVSOX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NVSOX (94M). NAESX pays higher dividends than NVSOX: NAESX (1.35) vs NVSOX (0.13). 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 : 5.19 vs. NVSOX (-1.25). NVSOX return over 5 years is better than : 76.61 vs. NAESX (63.19).
| 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 | -4.390 | -2.357 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 94M | 157,447% |
| Annual Yield % from dividends | 1.35 | 0.13 | 1,019% |
| Returns for 1 year | 5.19 | -1.25 | -415% |
| Returns for 3 years | 31.28 | 28.34 | 110% |
| Returns for 5 years | 63.19 | 76.61 | 82% |
| Returns for 10 years | 92.88 | -48.95 | -190% |
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