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NAESX vs SASVX
NAESX vs SASVX Comparison
Open Charts NAESX vs SASVX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Small-Cap Value Eq A
Price$7.71
Change-$0.08 (-1.03%)
VolumeN/A
CapitalizationN/A
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NAESX vs SASVX Comparison Chart
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NAESX vs. SASVX 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 SASVX is a StrongSell.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SASVX (105M). SASVX pays higher dividends than NAESX: SASVX (3.29) vs NAESX (1.31). NAESX was incepted earlier than SASVX: NAESX (64 years) vs SASVX (21 years). SASVX is a more actively managed with annual turnover of: 94.00 vs. NAESX (12.00). SASVX has a lower initial minimum investment than NAESX: SASVX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 20.72 vs. SASVX (5.97). NAESX return over 5 years is better than : 51.64 vs. SASVX (-15.98).
| NAESX | SASVX | NAESX / SASVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 21 years | - |
| Gain YTD | 9.695 | 8.535 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 105M | 141,905% |
| Annual Yield % from dividends | 1.31 | 3.29 | 40% |
| Returns for 1 year | 20.72 | 5.97 | 347% |
| Returns for 3 years | 5.63 | -27.45 | -21% |
| Returns for 5 years | 51.64 | -15.98 | -323% |
| Returns for 10 years | 113.34 | -50.14 | -226% |
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