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NAESX vs SASVX
NAESX vs SASVX Comparison
Open Charts NAESX vs SASVX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Virtus Ceredex Small-Cap Value Eq A
Price$6.47
Change-$0.08 (-1.22%)
VolumeN/A
Net Assets95.58M
NAESX vs SASVX Comparison Chart in %
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NAESX vs. SASVX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SASVX (95.6M). NAESX pays higher dividends than SASVX: NAESX (1.25) vs SASVX (0.95). 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 : 9.55 vs. SASVX (-11.90). NAESX return over 5 years is better than : 58.12 vs. SASVX (-9.40).
| 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 | 2.876 | -2.093 | -137% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 95.6M | 161,088% |
| Annual Yield % from dividends | 1.25 | 0.95 | 132% |
| Returns for 1 year | 9.55 | -11.90 | -80% |
| Returns for 3 years | 20.84 | -22.36 | -93% |
| Returns for 5 years | 58.12 | -9.40 | -618% |
| Returns for 10 years | 113.38 | -52.79 | -215% |
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