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NAESX vs SKSZX
NAESX vs SKSZX Comparison
Open Charts NAESX vs SKSZX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
AMG GW&K Small Cap Value Z
Price$29.37
Change+$0.25 (+0.86%)
VolumeN/A
Net Assets207.13M
NAESX vs SKSZX Comparison Chart in %
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NAESX vs. SKSZX commentary
Jul 06, 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: 148B vs. SKSZX (207M). NAESX pays higher dividends than SKSZX: NAESX (1.28) vs SKSZX (1.09). 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 : 12.22 vs. SKSZX (1.91). NAESX return over 5 years is better than : 69.32 vs. SKSZX (8.55).
| 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 | 1.432 | -2.909 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 207M | 71,498% |
| Annual Yield % from dividends | 1.28 | 1.09 | 117% |
| Returns for 1 year | 12.22 | 1.91 | 639% |
| Returns for 3 years | 37.83 | 17.66 | 214% |
| Returns for 5 years | 69.32 | 8.55 | 811% |
| Returns for 10 years | 108.83 | N/A | - |
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