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NAESX vs SKSZX
NAESX vs SKSZX Comparison
Open Charts NAESX vs SKSZX
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
AMG GW&K Small Cap Value Z
Price$31.47
Change-$0.40 (-1.26%)
VolumeN/A
CapitalizationN/A
NAESX vs SKSZX Comparison Chart
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NAESX vs. SKSZX commentary
Dec 19, 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 Hold and SKSZX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. SKSZX (229M). NAESX pays higher dividends than SKSZX: NAESX (1.31) vs SKSZX (0.86). NAESX was incepted earlier than SKSZX: NAESX (64 years) vs SKSZX (8 years). SKSZX is a more actively managed with annual turnover of: 14.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than SKSZX: NAESX (3000) vs SKSZX (5000000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. SKSZX (10.97). NAESX return over 5 years is better than : 53.79 vs. SKSZX (-11.51).
| NAESX | SKSZX | NAESX / SKSZX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 8 years | - |
| Gain YTD | 17.994 | 8.682 | 207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 229M | 72,926% |
| Annual Yield % from dividends | 1.31 | 0.86 | 153% |
| Returns for 1 year | 19.54 | 10.97 | 178% |
| Returns for 3 years | 15.71 | 10.33 | 152% |
| Returns for 5 years | 53.79 | -11.51 | -467% |
| Returns for 10 years | 124.30 | N/A | - |
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