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NAESX vs SDFSX
NAESX vs SDFSX Comparison
Open Charts NAESX vs SDFSX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Sit Small Cap Dividend Growth S
Price$18.56
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets43.11M
NAESX vs SDFSX Comparison Chart in %
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NAESX vs. SDFSX commentary
Oct 18, 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 (43.1M). NAESX pays higher dividends than SDFSX: NAESX (1.23) vs SDFSX (0.65). 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). NAESX annual gain was more profitable for investors over the last year : 4.94 vs. SDFSX (3.22). NAESX return over 5 years is better than : 55.32 vs. SDFSX (51.76).
| 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 | 5.604 | 9.896 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 43.1M | 375,870% |
| Annual Yield % from dividends | 1.23 | 0.65 | 189% |
| Returns for 1 year | 4.94 | 3.22 | 154% |
| Returns for 3 years | 41.95 | 46.36 | 90% |
| Returns for 5 years | 55.32 | 51.76 | 107% |
| Returns for 10 years | 130.22 | 111.82 | 116% |
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