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NAESX vs SKSEX
NAESX vs SKSEX Comparison
Open Charts NAESX vs SKSEX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
AMG GW&K Small Cap Value N
Price$30.33
Change-$1.33 (-4.20%)
VolumeN/A
CapitalizationN/A
NAESX vs SKSEX Comparison Chart
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NAESX vs. SKSEX commentary
Dec 19, 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 Hold and SKSEX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. SKSEX (242M). NAESX pays higher dividends than SKSEX: NAESX (1.31) vs SKSEX (0.62). NAESX was incepted earlier than SKSEX: NAESX (64 years) vs SKSEX (38 years). 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 : 19.54 vs. SKSEX (7.48). NAESX return over 5 years is better than : 53.79 vs. SKSEX (-13.52).
| NAESX | SKSEX | NAESX / SKSEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 38 years | - |
| Gain YTD | 17.994 | 7.153 | 252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 242M | 69,008% |
| Annual Yield % from dividends | 1.31 | 0.62 | 210% |
| Returns for 1 year | 19.54 | 7.48 | 261% |
| Returns for 3 years | 15.71 | 8.54 | 184% |
| Returns for 5 years | 53.79 | -13.52 | -398% |
| Returns for 10 years | 124.30 | -20.88 | -595% |