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NAESX vs SDFSX
NAESX vs SDFSX Comparison
Open Charts NAESX vs SDFSX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Sit Small Cap Dividend Growth S
Price$18.10
Change-$0.16 (-0.88%)
VolumeN/A
Net Assets39.71M
NAESX vs SDFSX Comparison Chart in %
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NAESX vs. SDFSX 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 SDFSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SDFSX (39.7M). NAESX pays higher dividends than SDFSX: NAESX (1.25) 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 (9.55) and SDFSX (9.39) have marching annual gain over last year. NAESX return over 5 years is better than : 58.12 vs. SDFSX (52.97).
| 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 | 2.876 | 7.884 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 39.7M | 387,909% |
| Annual Yield % from dividends | 1.25 | 0.68 | 184% |
| Returns for 1 year | 9.55 | 9.39 | 102% |
| Returns for 3 years | 20.84 | 26.08 | 80% |
| Returns for 5 years | 58.12 | 52.97 | 110% |
| Returns for 10 years | 113.38 | 98.99 | 115% |
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