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NAESX vs SKSZX
NAESX vs SKSZX Comparison
Open Charts NAESX vs SKSZX
Vanguard Small Cap Index I
Price$122.41
Change+$1.13 (+0.93%)
VolumeN/A
Net Assets162.36B
AMG GW&K Small Cap Value Z
Price$31.07
Change+$0.47 (+1.54%)
VolumeN/A
Net Assets208.55M
NAESX vs SKSZX Comparison Chart in %
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NAESX vs. SKSZX commentary
Oct 15, 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: 162B vs. SKSZX (209M). NAESX pays higher dividends than SKSZX: NAESX (1.23) 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 : 5.62 vs. SKSZX (-2.28). NAESX return over 5 years is better than : 54.77 vs. SKSZX (-4.44).
| 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 | 5.551 | 1.157 | 480% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 209M | 77,512% |
| Annual Yield % from dividends | 1.23 | 1.00 | 123% |
| Returns for 1 year | 5.62 | -2.28 | -246% |
| Returns for 3 years | 48.13 | 26.11 | 184% |
| Returns for 5 years | 54.77 | -4.44 | -1,235% |
| Returns for 10 years | 130.40 | N/A | - |
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