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NAESX vs SKSZX
NAESX vs SKSZX Comparison
Open Charts NAESX vs SKSZX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
AMG GW&K Small Cap Value Z
Price$33.84
Change-$0.34 (-0.99%)
VolumeN/A
CapitalizationN/A
NAESX vs SKSZX Comparison Chart
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NAESX vs. SKSZX commentary
Nov 18, 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 StrongBuy and SKSZX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. SKSZX (245M). 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 : 30.24 vs. SKSZX (28.21). NAESX return over 5 years is better than : 55.43 vs. SKSZX (-10.26).
| 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 | 15.758 | 14.286 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 245M | 61,633% |
| Annual Yield % from dividends | 1.31 | 0.86 | 153% |
| Returns for 1 year | 30.24 | 28.21 | 107% |
| Returns for 3 years | 4.66 | 4.51 | 103% |
| Returns for 5 years | 55.43 | -10.26 | -540% |
| Returns for 10 years | 122.58 | N/A | - |
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