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NAESX vs PENNX
NAESX vs PENNX Comparison
Open Charts NAESX vs PENNX
Vanguard Small Cap Index I
Price$115.90
Change-$0.35 (-0.30%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Fund Invmt
Price$9.05
Change+$0.02 (+0.22%)
VolumeN/A
CapitalizationN/A
NAESX vs PENNX Comparison Chart
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NAESX vs. PENNX commentary
Dec 25, 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 Hold and PENNX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. PENNX (1.88B). NAESX pays higher dividends than PENNX: NAESX (1.31) vs PENNX (0.35). NAESX was incepted earlier than PENNX: NAESX (64 years) vs PENNX (52 years). PENNX is a more actively managed with annual turnover of: 40.00 vs. NAESX (12.00). PENNX has a lower initial minimum investment than NAESX: PENNX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.91 vs. PENNX (-1.00). NAESX return over 5 years is better than : 48.39 vs. PENNX (-2.68).
| NAESX | PENNX | NAESX / PENNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 52 years | - |
| Gain YTD | 14.071 | -0.896 | -1,571% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.88B | 8,892% |
| Annual Yield % from dividends | 1.31 | 0.35 | 374% |
| Returns for 1 year | 13.91 | -1.00 | -1,386% |
| Returns for 3 years | 9.32 | -3.70 | -252% |
| Returns for 5 years | 48.39 | -2.68 | -1,805% |
| Returns for 10 years | 113.80 | -28.44 | -400% |