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NAESX vs SDFSX
NAESX vs SDFSX Comparison
Open Charts NAESX vs SDFSX
Vanguard Small Cap Index I
Price$120.81
Change+$0.40 (+0.33%)
VolumeN/A
Net Assets155.27B
Sit Small Cap Dividend Growth S
Price$18.02
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets33.97M
NAESX vs SDFSX Comparison Chart
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NAESX vs. SDFSX commentary
Jan 24, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SDFSX (34M). 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 : 22.75 vs. NAESX (20.12). NAESX return over 5 years is better than : 53.16 vs. SDFSX (46.09).
| 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 | 4.568 | 6.298 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 34M | 455,882% |
| Annual Yield % from dividends | 1.31 | 0.76 | 172% |
| Returns for 1 year | 20.12 | 22.75 | 88% |
| Returns for 3 years | 24.44 | 24.39 | 100% |
| Returns for 5 years | 53.16 | 46.09 | 115% |
| Returns for 10 years | 124.93 | N/A | - |
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