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NAESX vs SKSZX
NAESX vs SKSZX Comparison
Open Charts NAESX vs SKSZX
Vanguard Small Cap Index I
Price$106.28
Change+$2.32 (+2.23%)
VolumeN/A
Net Assets143.36B
AMG GW&K Small Cap Value Z
Price$26.91
Change+$0.47 (+1.78%)
VolumeN/A
Net Assets191.13M
NAESX vs SKSZX Comparison Chart
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NAESX vs. SKSZX commentary
May 03, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SKSZX (191M). NAESX pays higher dividends than SKSZX: NAESX (1.43) vs SKSZX (1.17). 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 : 0.44 vs. SKSZX (-9.44). NAESX return over 5 years is better than : 72.54 vs. SKSZX (8.89).
| 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 | -9.640 | -12.595 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 191M | 74,869% |
| Annual Yield % from dividends | 1.43 | 1.17 | 122% |
| Returns for 1 year | 0.44 | -9.44 | -5% |
| Returns for 3 years | 10.52 | -2.51 | -420% |
| Returns for 5 years | 72.54 | 8.89 | 816% |
| Returns for 10 years | 87.95 | N/A | - |
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