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NAESX vs SDFSX
NAESX vs SDFSX Comparison
Open Charts NAESX vs SDFSX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Sit Small Cap Dividend Growth S
Price$16.81
Change-$0.47 (-2.72%)
VolumeN/A
Net Assets37M
NAESX vs SDFSX Comparison Chart
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NAESX vs. SDFSX commentary
Feb 23, 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: 161B vs. SDFSX (37M). 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). NAESX annual gain was more profitable for investors over the last year : 11.22 vs. SDFSX (9.10). NAESX return over 5 years is better than : 44.30 vs. SDFSX (34.10).
| 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 | -0.321 | -1.059 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 37M | 435,135% |
| Annual Yield % from dividends | 1.31 | 0.76 | 172% |
| Returns for 1 year | 11.22 | 9.10 | 123% |
| Returns for 3 years | 18.76 | 16.17 | 116% |
| Returns for 5 years | 44.30 | 34.10 | 130% |
| Returns for 10 years | 105.17 | N/A | - |
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