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NAESX vs SDFSX
NAESX vs SDFSX Comparison
Open Charts NAESX vs SDFSX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Sit Small Cap Dividend Growth S
Price$16.85
Change-$0.25 (-1.46%)
VolumeN/A
Net Assets37.3M
NAESX vs SDFSX Comparison Chart
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NAESX vs. SDFSX commentary
Jun 15, 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 StrongBuy and SDFSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SDFSX (37.3M). NAESX pays higher dividends than SDFSX: NAESX (1.35) vs SDFSX (0.68). 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 : 6.92 vs. SDFSX (6.54). NAESX return over 5 years is better than : 65.86 vs. SDFSX (58.95).
| 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 | -2.825 | 0.790 | -358% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 37.3M | 396,783% |
| Annual Yield % from dividends | 1.35 | 0.68 | 197% |
| Returns for 1 year | 6.92 | 6.54 | 106% |
| Returns for 3 years | 33.42 | 35.67 | 94% |
| Returns for 5 years | 65.86 | 58.95 | 112% |
| Returns for 10 years | 96.04 | 84.17 | 114% |
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