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NAESX vs SKSIX
NAESX vs SKSIX Comparison
Open Charts NAESX vs SKSIX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
AMG GW&K Small Cap Value I
Price$25.81
Change+$0.22 (+0.86%)
VolumeN/A
Net Assets188.16M
NAESX vs SKSIX Comparison Chart
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NAESX vs. SKSIX commentary
Apr 18, 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 SKSIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SKSIX (188M). NAESX pays higher dividends than SKSIX: NAESX (1.39) vs SKSIX (1.04). NAESX was incepted earlier than SKSIX: NAESX (65 years) vs SKSIX (8 years). SKSIX (0.99) is less costly to investors than NAESX (0.17). SKSIX is a more actively managed with annual turnover of: 14.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than SKSIX: NAESX (3000) vs SKSIX (100000). NAESX annual gain was more profitable for investors over the last year : -2.42 vs. SKSIX (-10.55). NAESX return over 5 years is better than : 66.71 vs. SKSIX (10.73).
| NAESX | SKSIX | NAESX / SKSIX | |
| Total Expense Ratio | 0.17 | 0.95 | 18% |
| Annual Report Gross Expense Ratio | 0.17 | 0.99 | 17% |
| Fund Existence | 65 years | 8 years | - |
| Gain YTD | -14.464 | -15.767 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 188M | 76,064% |
| Annual Yield % from dividends | 1.39 | 1.04 | 133% |
| Returns for 1 year | -2.42 | -10.55 | 23% |
| Returns for 3 years | 0.49 | -8.62 | -6% |
| Returns for 5 years | 66.71 | 10.73 | 622% |
| Returns for 10 years | 73.20 | N/A | - |