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NAESX vs SKSZX
NAESX vs SKSZX Comparison
Open Charts NAESX vs SKSZX
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
AMG GW&K Small Cap Value Z
Price$29.17
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets203.56M
NAESX vs SKSZX Comparison Chart in %
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NAESX vs. SKSZX commentary
Aug 09, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SKSZX (204M). NAESX pays higher dividends than SKSZX: NAESX (1.25) vs SKSZX (1.07). NAESX was incepted earlier than SKSZX: NAESX (65 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: 24.00 vs. NAESX (13.00). 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 : 9.58 vs. SKSZX (-1.63). NAESX return over 5 years is better than : 54.37 vs. SKSZX (-4.13).
| NAESX | SKSZX | NAESX / SKSZX | |
| Total Expense Ratio | 0.17 | 0.90 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 0.94 | 18% |
| Fund Existence | 65 years | 8 years | - |
| Gain YTD | 0.171 | -3.702 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 204M | 75,490% |
| Annual Yield % from dividends | 1.25 | 1.07 | 117% |
| Returns for 1 year | 9.58 | -1.63 | -589% |
| Returns for 3 years | 24.10 | 9.35 | 258% |
| Returns for 5 years | 54.37 | -4.13 | -1,316% |
| Returns for 10 years | 109.08 | N/A | - |
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