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NAESX vs SKSEX
NAESX vs SKSEX Comparison
Open Charts NAESX vs SKSEX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
AMG GW&K Small Cap Value N
Price$31.84
Change-$0.39 (-1.21%)
VolumeN/A
CapitalizationN/A
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NAESX vs SKSEX Comparison Chart
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NAESX vs. SKSEX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SKSEX (249M). NAESX pays higher dividends than SKSEX: NAESX (1.31) vs SKSEX (0.62). NAESX was incepted earlier than SKSEX: NAESX (64 years) vs SKSEX (37 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 : 25.47 vs. SKSEX (21.10). NAESX return over 5 years is better than : 53.25 vs. SKSEX (-11.14).
| NAESX | SKSEX | NAESX / SKSEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 37 years | - |
| Gain YTD | 10.861 | 6.989 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 249M | 59,839% |
| Annual Yield % from dividends | 1.31 | 0.62 | 210% |
| Returns for 1 year | 25.47 | 21.10 | 121% |
| Returns for 3 years | 8.84 | 12.71 | 70% |
| Returns for 5 years | 53.25 | -11.14 | -478% |
| Returns for 10 years | 120.79 | -15.72 | -768% |