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NAESX vs SKSZX
NAESX vs SKSZX Comparison
Open Charts NAESX vs SKSZX
Vanguard Small Cap Index I
Price$122.29
Change-$0.07 (-0.06%)
VolumeN/A
Net Assets161.26B
AMG GW&K Small Cap Value Z
Price$30.86
Change+$0.11 (+0.36%)
VolumeN/A
Net Assets212.42M
NAESX vs SKSZX Comparison Chart in %
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NAESX vs. SKSZX commentary
Sep 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 SKSZX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SKSZX (212M). NAESX pays higher dividends than SKSZX: NAESX (1.20) vs SKSZX (1.00). NAESX was incepted earlier than SKSZX: NAESX (65 years) vs SKSZX (9 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 : 9.72 vs. SKSZX (-1.08). NAESX return over 5 years is better than : 67.30 vs. SKSZX (3.57).
| 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 | 9 years | - |
| Gain YTD | 6.425 | 1.653 | 389% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 212M | 75,943% |
| Annual Yield % from dividends | 1.20 | 1.00 | 120% |
| Returns for 1 year | 9.72 | -1.08 | -898% |
| Returns for 3 years | 38.83 | 20.86 | 186% |
| Returns for 5 years | 67.30 | 3.57 | 1,883% |
| Returns for 10 years | 132.42 | N/A | - |
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