Ad is loading...
NAESX vs SKSZX
NAESX vs SKSZX Comparison
Open Charts NAESX vs SKSZX
Vanguard Small Cap Index I
Price$106.43
Change-$1.66 (-1.54%)
VolumeN/A
CapitalizationN/A
AMG GW&K Small Cap Value Z
Price$30.12
Change-$0.45 (-1.47%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
NAESX vs SKSZX Comparison Chart
Loading...
NAESX vs. SKSZX commentary
Sep 07, 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 Buy and SKSZX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SKSZX (235M). 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 : 14.24 vs. SKSZX (12.57). NAESX return over 5 years is better than : 48.80 vs. SKSZX (-8.90).
| 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 | 5.951 | 3.884 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 235M | 63,404% |
| Annual Yield % from dividends | 1.31 | 0.86 | 153% |
| Returns for 1 year | 14.24 | 12.57 | 113% |
| Returns for 3 years | -0.41 | 5.49 | -8% |
| Returns for 5 years | 48.80 | -8.90 | -548% |
| Returns for 10 years | 102.77 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...