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NAESX vs PASVX
NAESX vs PASVX Comparison
Open Charts NAESX vs PASVX
Vanguard Small Cap Index I
Price$97.21
Change-$4.34 (-4.27%)
VolumeN/A
Net Assets143.36B
T. Rowe Price Small-Cap Value Adv
Price$44.79
Change-$1.97 (-4.21%)
VolumeN/A
Net Assets8.97B
NAESX vs PASVX Comparison Chart
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NAESX vs. PASVX commentary
Apr 11, 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 PASVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. PASVX (8.97B). NAESX pays higher dividends than PASVX: NAESX (1.39) vs PASVX (0.36). NAESX was incepted earlier than PASVX: NAESX (65 years) vs PASVX (25 years). PASVX (1.16) is less costly to investors than NAESX (0.17). PASVX is a more actively managed with annual turnover of: 32.40 vs. NAESX (12.00). PASVX has a lower initial minimum investment than NAESX: PASVX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -3.54 vs. PASVX (-9.67). NAESX return over 5 years is better than : 71.00 vs. PASVX (32.16).
| NAESX | PASVX | NAESX / PASVX | |
| Total Expense Ratio | 0.17 | 1.16 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.16 | 15% |
| Fund Existence | 65 years | 25 years | - |
| Gain YTD | -11.734 | -11.288 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 8.97B | 1,595% |
| Annual Yield % from dividends | 1.39 | 0.36 | 390% |
| Returns for 1 year | -3.54 | -9.67 | 37% |
| Returns for 3 years | 4.24 | -14.50 | -29% |
| Returns for 5 years | 71.00 | 32.16 | 221% |
| Returns for 10 years | 78.67 | 1.11 | 7,074% |
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