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NAESX vs SDFSX
NAESX vs SDFSX Comparison
Open Charts NAESX vs SDFSX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Sit Small Cap Dividend Growth S
Price$17.87
Change+$0.13 (+0.73%)
VolumeN/A
Net Assets38.78M
NAESX vs SDFSX Comparison Chart in %
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NAESX vs. SDFSX commentary
Jul 05, 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: 148B vs. SDFSX (38.8M). NAESX pays higher dividends than SDFSX: NAESX (1.28) vs SDFSX (0.65). 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 : 12.22 vs. SDFSX (11.34). NAESX return over 5 years is better than : 69.32 vs. SDFSX (63.77).
| 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 | 1.432 | 5.328 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 38.8M | 381,443% |
| Annual Yield % from dividends | 1.28 | 0.65 | 196% |
| Returns for 1 year | 12.22 | 11.34 | 108% |
| Returns for 3 years | 37.83 | 41.78 | 91% |
| Returns for 5 years | 69.32 | 63.77 | 109% |
| Returns for 10 years | 108.83 | 95.55 | 114% |
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