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NAESX vs SKSEX
NAESX vs SKSEX Comparison
Open Charts NAESX vs SKSEX
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
AMG GW&K Small Cap Value N
Price$26.94
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets193.52M
NAESX vs SKSEX Comparison Chart
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NAESX vs. SKSEX commentary
May 11, 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: 140B vs. SKSEX (194M). NAESX pays higher dividends than SKSEX: NAESX (1.43) vs SKSEX (0.87). 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 : 0.38 vs. SKSEX (-10.55). NAESX return over 5 years is better than : 67.70 vs. SKSEX (4.49).
| 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 | -6.963 | -11.275 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 194M | 72,165% |
| Annual Yield % from dividends | 1.43 | 0.87 | 164% |
| Returns for 1 year | 0.38 | -10.55 | -4% |
| Returns for 3 years | 22.74 | 4.14 | 549% |
| Returns for 5 years | 67.70 | 4.49 | 1,506% |
| Returns for 10 years | 91.12 | -33.09 | -275% |
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