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NAESX vs SASVX
NAESX vs SASVX Comparison
Open Charts NAESX vs SASVX
Vanguard Small Cap Index I
Price$120.93
Change-$1.20 (-0.98%)
VolumeN/A
Net Assets161.26B
Virtus Ceredex Small-Cap Value Eq A
Price$6.56
Change-$0.05 (-0.76%)
VolumeN/A
Net Assets94.72M
NAESX vs SASVX Comparison Chart in %
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NAESX vs. SASVX commentary
Sep 27, 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 Hold and SASVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SASVX (94.7M). NAESX pays higher dividends than SASVX: NAESX (1.20) vs SASVX (0.91). NAESX was incepted earlier than SASVX: NAESX (65 years) vs SASVX (22 years). SASVX (1.44) is less costly to investors than NAESX (0.17). SASVX is a more actively managed with annual turnover of: 79.00 vs. NAESX (13.00). 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 : 8.87 vs. SASVX (-12.61). NAESX return over 5 years is better than : 71.52 vs. SASVX (-2.08).
| NAESX | SASVX | NAESX / SASVX | |
| Total Expense Ratio | 0.17 | 1.44 | 12% |
| Annual Report Gross Expense Ratio | 0.17 | 1.44 | 12% |
| Fund Existence | 65 years | 22 years | - |
| Gain YTD | 6.225 | -1.196 | -521% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 94.7M | 170,011% |
| Annual Yield % from dividends | 1.20 | 0.91 | 132% |
| Returns for 1 year | 8.87 | -12.61 | -70% |
| Returns for 3 years | 51.12 | -7.21 | -709% |
| Returns for 5 years | 71.52 | -2.08 | -3,446% |
| Returns for 10 years | 147.18 | -47.46 | -310% |
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