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NAESX vs SDFSX
NAESX vs SDFSX Comparison
Open Charts NAESX vs SDFSX
Vanguard Small Cap Index I
Price$108.19
Change-$0.40 (-0.37%)
VolumeN/A
Net Assets139.54B
Sit Small Cap Dividend Growth S
Price$16.38
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets35.84M
NAESX vs SDFSX Comparison Chart
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NAESX vs. SDFSX commentary
May 24, 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 Buy and SDFSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. SDFSX (35.8M). NAESX pays higher dividends than SDFSX: NAESX (1.43) vs SDFSX (0.72). NAESX was incepted earlier than SDFSX: NAESX (65 years) vs SDFSX (10 years). SDFSX (1.56) is less costly to investors than NAESX (0.17). NAESX (13.00) and SDFSX (12.81) have comparable annual turnover. NAESX has a lower initial minimum investment than SDFSX: NAESX (3000) vs SDFSX (5000). NAESX annual gain was more profitable for investors over the last year : 2.80 vs. SDFSX (1.55). NAESX return over 5 years is better than : 66.59 vs. SDFSX (57.41).
| NAESX | SDFSX | NAESX / SDFSX | |
| Total Expense Ratio | 0.17 | 1.16 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.56 | 11% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | -5.963 | -3.218 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 35.8M | 391,061% |
| Annual Yield % from dividends | 1.43 | 0.72 | 198% |
| Returns for 1 year | 2.80 | 1.55 | 181% |
| Returns for 3 years | 23.57 | 24.97 | 94% |
| Returns for 5 years | 66.59 | 57.41 | 116% |
| Returns for 10 years | 91.88 | 78.61 | 117% |
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