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NAESX vs PENNX
NAESX vs PENNX Comparison
Open Charts NAESX vs PENNX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Royce Small-Cap Fund Invmt
Price$9.97
Change-$0.11 (-1.09%)
VolumeN/A
CapitalizationN/A
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NAESX vs PENNX Comparison Chart
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NAESX vs. PENNX commentary
Sep 21, 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 StrongBuy and PENNX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. PENNX (1.99B). 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 : 20.72 vs. PENNX (13.92). NAESX return over 5 years is better than : 51.64 vs. PENNX (8.87).
| 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 | 9.695 | 7.298 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.99B | 7,491% |
| Annual Yield % from dividends | 1.31 | 0.35 | 374% |
| Returns for 1 year | 20.72 | 13.92 | 149% |
| Returns for 3 years | 5.63 | -15.75 | -36% |
| Returns for 5 years | 51.64 | 8.87 | 582% |
| Returns for 10 years | 113.34 | -29.56 | -383% |
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