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NAESX vs SDFSX
NAESX vs SDFSX Comparison
Open Charts NAESX vs SDFSX
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
Sit Small Cap Dividend Growth S
Price$15.37
Change+$1.23 (+8.70%)
VolumeN/A
Net Assets33.66M
NAESX vs SDFSX Comparison Chart
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NAESX vs. SDFSX commentary
Apr 11, 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: 143B vs. SDFSX (33.7M). NAESX pays higher dividends than SDFSX: NAESX (1.39) vs SDFSX (0.76). 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). SDFSX is a more actively managed with annual turnover of: 12.81 vs. NAESX (12.00). NAESX has a lower initial minimum investment than SDFSX: NAESX (3000) vs SDFSX (5000). SDFSX annual gain was more profitable for investors over the last year : -12.67 vs. NAESX (-13.70). NAESX return over 5 years is better than : 56.35 vs. SDFSX (45.40).
| NAESX | SDFSX | NAESX / SDFSX | |
| Total Expense Ratio | 0.17 | 1.21 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.56 | 11% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | -19.296 | -16.775 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 33.7M | 424,332% |
| Annual Yield % from dividends | 1.39 | 0.76 | 183% |
| Returns for 1 year | -13.70 | -12.67 | 108% |
| Returns for 3 years | -5.18 | -0.89 | 585% |
| Returns for 5 years | 56.35 | 45.40 | 124% |
| Returns for 10 years | 63.14 | 53.59 | 118% |
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