Interact to see
Advertisement
Advertisement
NAESX vs SKSEX
NAESX vs SKSEX Comparison
Open Charts NAESX vs SKSEX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
AMG GW&K Small Cap Value N
Price$27.89
Change+$0.47 (+1.71%)
VolumeN/A
Net Assets194.47M
NAESX vs SKSEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SKSEX commentary
Jun 07, 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 StrongBuy and SKSEX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SKSEX (194M). NAESX pays higher dividends than SKSEX: NAESX (1.35) vs SKSEX (0.83). NAESX was incepted earlier than SKSEX: NAESX (65 years) vs SKSEX (38 years). SKSEX (1.19) is less costly to investors than NAESX (0.17). SKSEX is a more actively managed with annual turnover of: 24.00 vs. NAESX (13.00). SKSEX has a lower initial minimum investment than NAESX: SKSEX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 5.13 vs. SKSEX (-6.06). NAESX return over 5 years is better than : 52.20 vs. SKSEX (-11.11).
| NAESX | SKSEX | NAESX / SKSEX | |
| Total Expense Ratio | 0.17 | 1.15 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.19 | 14% |
| Fund Existence | 65 years | 38 years | - |
| Gain YTD | -4.086 | -9.862 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 194M | 76,289% |
| Annual Yield % from dividends | 1.35 | 0.83 | 162% |
| Returns for 1 year | 5.13 | -6.06 | -85% |
| Returns for 3 years | 16.63 | -3.22 | -517% |
| Returns for 5 years | 52.20 | -11.11 | -470% |
| Returns for 10 years | 96.08 | -32.32 | -297% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement