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NAESX vs SKSZX
NAESX vs SKSZX Comparison
Open Charts NAESX vs SKSZX
Vanguard Small Cap Index I
Price$106.26
Change-$0.40 (-0.38%)
VolumeN/A
Net Assets153.45B
AMG GW&K Small Cap Value Z
Price$27.58
Change-$0.11 (-0.40%)
VolumeN/A
Net Assets207.35M
NAESX vs SKSZX Comparison Chart
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NAESX vs. SKSZX commentary
Mar 12, 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 Hold and SKSZX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SKSZX (207M). NAESX pays higher dividends than SKSZX: NAESX (1.20) vs SKSZX (1.04). NAESX was incepted earlier than SKSZX: NAESX (64 years) vs SKSZX (8 years). SKSZX (0.94) is less costly to investors than NAESX (0.17). 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 : 0.71 vs. SKSZX (-5.86). NAESX return over 5 years is better than : 97.72 vs. SKSZX (23.86).
| NAESX | SKSZX | NAESX / SKSZX | |
| Total Expense Ratio | 0.17 | 0.90 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 0.94 | 18% |
| Fund Existence | 64 years | 8 years | - |
| Gain YTD | -7.373 | -8.463 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 207M | 73,913% |
| Annual Yield % from dividends | 1.20 | 1.04 | 115% |
| Returns for 1 year | 0.71 | -5.86 | -12% |
| Returns for 3 years | 11.37 | -2.15 | -530% |
| Returns for 5 years | 97.72 | 23.86 | 410% |
| Returns for 10 years | 92.51 | N/A | - |
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