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NAESX vs SGPIX
NAESX vs SGPIX Comparison
Open Charts NAESX vs SGPIX
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
ProFunds Small Cap Growth I
Price$96.16
Change+$7.95 (+9.01%)
VolumeN/A
Net Assets3.34M
NAESX vs SGPIX Comparison Chart
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NAESX vs. SGPIX commentary
Apr 10, 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 SGPIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SGPIX (3.35M). NAESX pays higher dividends than SGPIX: NAESX (1.39) vs SGPIX (0.00). NAESX was incepted earlier than SGPIX: NAESX (65 years) vs SGPIX (24 years). SGPIX (2.17) is less costly to investors than NAESX (0.17). SGPIX is a more actively managed with annual turnover of: 251.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than SGPIX: NAESX (3000) vs SGPIX (15000). NAESX annual gain was more profitable for investors over the last year : -11.12 vs. SGPIX (-14.98). NAESX return over 5 years is better than : 60.48 vs. SGPIX (25.62).
| NAESX | SGPIX | NAESX / SGPIX | |
| Total Expense Ratio | 0.17 | 1.78 | 10% |
| Annual Report Gross Expense Ratio | 0.17 | 2.17 | 8% |
| Fund Existence | 65 years | 24 years | - |
| Gain YTD | -17.167 | -17.403 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 15000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 3.35M | 4,275,037% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -11.12 | -14.98 | 74% |
| Returns for 3 years | -2.68 | -13.85 | 19% |
| Returns for 5 years | 60.48 | 25.62 | 236% |
| Returns for 10 years | 67.44 | 30.26 | 223% |