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NAESX vs SKSEX
NAESX vs SKSEX Comparison
Open Charts NAESX vs SKSEX
Vanguard Small Cap Index I
Price$98.59
Change+$1.38 (+1.42%)
VolumeN/A
Net Assets143.36B
AMG GW&K Small Cap Value N
Price$25.28
Change+$0.23 (+0.92%)
VolumeN/A
Net Assets184.31M
NAESX vs SKSEX Comparison Chart
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NAESX vs. SKSEX commentary
Apr 12, 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 Buy and SKSEX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SKSEX (184M). NAESX pays higher dividends than SKSEX: NAESX (1.39) vs SKSEX (0.82). 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: 14.00 vs. NAESX (12.00). 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 : -7.81 vs. SKSEX (-15.64). NAESX return over 5 years is better than : 63.69 vs. SKSEX (1.34).
| 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 | -15.507 | -17.653 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 184M | 77,717% |
| Annual Yield % from dividends | 1.39 | 0.82 | 170% |
| Returns for 1 year | -7.81 | -15.64 | 50% |
| Returns for 3 years | -0.30 | -10.05 | 3% |
| Returns for 5 years | 63.69 | 1.34 | 4,769% |
| Returns for 10 years | 70.97 | -38.28 | -185% |
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