Interact to see
Advertisement
Advertisement
NAESX vs SDFSX
NAESX vs SDFSX Comparison
Open Charts NAESX vs SDFSX
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
Sit Small Cap Dividend Growth S
Price$18.28
Change+$0.16 (+0.88%)
VolumeN/A
Net Assets41.95M
NAESX vs SDFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SDFSX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SDFSX (42M). NAESX pays higher dividends than SDFSX: NAESX (1.22) vs SDFSX (0.67). NAESX was incepted earlier than SDFSX: NAESX (65 years) vs SDFSX (11 years). SDFSX (1.56) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. SDFSX (11.54). 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 : 1.28 vs. NAESX (-0.86). SDFSX (39.64) and NAESX (39.31) have equivalent 5 years return.
| 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 | 11 years | - |
| Gain YTD | 2.409 | 7.233 | 33% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 42M | 385,714% |
| Annual Yield % from dividends | 1.22 | 0.67 | 183% |
| Returns for 1 year | -0.86 | 1.28 | -67% |
| Returns for 3 years | 29.99 | 33.56 | 89% |
| Returns for 5 years | 39.31 | 39.64 | 99% |
| Returns for 10 years | 122.07 | 107.34 | 114% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement