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NAESX vs SKSEX
NAESX vs SKSEX Comparison
Open Charts NAESX vs SKSEX
Vanguard Small Cap Index I
Price$106.26
Change-$0.40 (-0.38%)
VolumeN/A
Net Assets153.45B
AMG GW&K Small Cap Value N
Price$27.73
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets207.35M
NAESX vs SKSEX Comparison Chart
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NAESX vs. SKSEX commentary
Mar 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 Hold and SKSEX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SKSEX (207M). NAESX pays higher dividends than SKSEX: NAESX (1.20) vs SKSEX (0.77). NAESX was incepted earlier than SKSEX: NAESX (64 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 : 2.79 vs. SKSEX (-4.32). NAESX return over 5 years is better than : 81.36 vs. SKSEX (11.59).
| NAESX | SKSEX | NAESX / SKSEX | |
| Total Expense Ratio | 0.17 | 1.15 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.19 | 14% |
| Fund Existence | 64 years | 38 years | - |
| Gain YTD | -4.959 | -6.443 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 207M | 73,913% |
| Annual Yield % from dividends | 1.20 | 0.77 | 156% |
| Returns for 1 year | 2.79 | -4.32 | -65% |
| Returns for 3 years | 14.28 | -0.35 | -4,132% |
| Returns for 5 years | 81.36 | 11.59 | 702% |
| Returns for 10 years | 97.53 | -27.87 | -350% |
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