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NAESX vs SKSEX
NAESX vs SKSEX Comparison
Open Charts NAESX vs SKSEX
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
AMG GW&K Small Cap Value N
Price$31.22
Change+$0.25 (+0.81%)
VolumeN/A
Net Assets234.4M
NAESX vs SKSEX Comparison Chart
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NAESX vs. SKSEX commentary
Jan 31, 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 StrongBuy and SKSEX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SKSEX (234M). 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 : 20.30 vs. SKSEX (9.95). NAESX return over 5 years is better than : 55.79 vs. SKSEX (-11.58).
| 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 | 3.621 | 1.808 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 234M | 66,239% |
| Annual Yield % from dividends | 1.31 | 0.62 | 210% |
| Returns for 1 year | 20.30 | 9.95 | 204% |
| Returns for 3 years | 20.81 | 8.22 | 253% |
| Returns for 5 years | 55.79 | -11.58 | -482% |
| Returns for 10 years | 124.23 | -17.04 | -729% |
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