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NAESX vs SFSNX
NAESX vs SFSNX Comparison
Open Charts NAESX vs SFSNX
Vanguard Small Cap Index I
Price$113.87
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Schwab Fundamental US Small Company Idx
Price$18.06
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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NAESX vs SFSNX Comparison Chart
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NAESX vs. SFSNX commentary
Sep 21, 2024
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 StrongBuy and SFSNX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SFSNX (1.77B). SFSNX (1.33) and NAESX (1.31) have matching dividends . NAESX was incepted earlier than SFSNX: NAESX (64 years) vs SFSNX (17 years). SFSNX is a more actively managed with annual turnover of: 22.00 vs. NAESX (12.00). SFSNX has a lower initial minimum investment than NAESX: SFSNX (0) vs NAESX (3000). SFSNX (20.74) and NAESX (20.72) have marching annual gain over last year. NAESX return over 5 years is better than : 51.64 vs. SFSNX (35.34).
| NAESX | SFSNX | NAESX / SFSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 17 years | - |
| Gain YTD | 9.695 | 7.255 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 1.77B | 8,413% |
| Annual Yield % from dividends | 1.31 | 1.33 | 99% |
| Returns for 1 year | 20.72 | 20.74 | 100% |
| Returns for 3 years | 5.63 | -1.53 | -367% |
| Returns for 5 years | 51.64 | 35.34 | 146% |
| Returns for 10 years | 113.34 | 43.15 | 263% |