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NAESX vs SKSEX
NAESX vs SKSEX Comparison
Open Charts NAESX vs SKSEX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
AMG GW&K Small Cap Value N
Price$33.95
Change-$0.33 (-0.96%)
VolumeN/A
CapitalizationN/A
NAESX vs SKSEX Comparison Chart
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NAESX vs. SKSEX commentary
Nov 18, 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 SKSEX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. SKSEX (245M). 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 : 30.24 vs. SKSEX (27.92). NAESX return over 5 years is better than : 55.43 vs. SKSEX (-11.10).
| 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 | 15.758 | 14.079 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 245M | 61,633% |
| Annual Yield % from dividends | 1.31 | 0.62 | 210% |
| Returns for 1 year | 30.24 | 27.92 | 108% |
| Returns for 3 years | 4.66 | 4.06 | 115% |
| Returns for 5 years | 55.43 | -11.10 | -499% |
| Returns for 10 years | 122.58 | -14.26 | -860% |