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NAESX vs SFSNX
NAESX vs SFSNX Comparison
Open Charts NAESX vs SFSNX
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
Schwab Fundamental US Small Company Idx
Price$17.94
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets1.69B
NAESX vs SFSNX Comparison Chart in %
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NAESX vs. SFSNX 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 SFSNX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SFSNX (1.69B). SFSNX pays higher dividends than NAESX: SFSNX (1.64) vs NAESX (1.22). NAESX was incepted earlier than SFSNX: NAESX (65 years) vs SFSNX (19 years). SFSNX (0.25) is less costly to investors than NAESX (0.17). SFSNX is a more actively managed with annual turnover of: 40.00 vs. NAESX (13.00). SFSNX has a lower initial minimum investment than NAESX: SFSNX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.86 vs. SFSNX (-2.14). NAESX return over 5 years is better than : 39.31 vs. SFSNX (34.76).
| NAESX | SFSNX | NAESX / SFSNX | |
| Total Expense Ratio | 0.17 | 0.25 | 68% |
| Annual Report Gross Expense Ratio | 0.17 | 0.25 | 68% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | 2.409 | 1.297 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.69B | 9,586% |
| Annual Yield % from dividends | 1.22 | 1.64 | 74% |
| Returns for 1 year | -0.86 | -2.14 | 40% |
| Returns for 3 years | 29.99 | 19.15 | 157% |
| Returns for 5 years | 39.31 | 34.76 | 113% |
| Returns for 10 years | 122.07 | 51.59 | 237% |
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