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NAESX vs SDFSX
NAESX vs SDFSX Comparison
Open Charts NAESX vs SDFSX
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
Sit Small Cap Dividend Growth S
Price$17.06
Change+$0.13 (+0.77%)
VolumeN/A
CapitalizationN/A
NAESX vs SDFSX Comparison Chart
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NAESX vs. SDFSX commentary
Dec 24, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. SDFSX (31.4M). NAESX pays higher dividends than SDFSX: NAESX (1.31) vs SDFSX (0.76). NAESX was incepted earlier than SDFSX: NAESX (64 years) vs SDFSX (10 years). SDFSX is a more actively managed with annual turnover of: 15.05 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 : 15.64 vs. NAESX (14.50). NAESX return over 5 years is better than : 47.90 vs. SDFSX (40.18).
| NAESX | SDFSX | NAESX / SDFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 10 years | - |
| Gain YTD | 14.022 | 14.866 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 31.4M | 531,847% |
| Annual Yield % from dividends | 1.31 | 0.76 | 172% |
| Returns for 1 year | 14.50 | 15.64 | 93% |
| Returns for 3 years | 10.57 | 10.12 | 104% |
| Returns for 5 years | 47.90 | 40.18 | 119% |
| Returns for 10 years | 115.27 | N/A | - |
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