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NAESX vs STMPX
NAESX vs STMPX Comparison
Open Charts NAESX vs STMPX
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
SEI Tax-Managed Small/Mid Cap Y(SIMT)
Price$21.69
Change+$0.31 (+1.45%)
VolumeN/A
Net Assets633.12M
NAESX vs STMPX Comparison Chart
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NAESX vs. STMPX commentary
May 09, 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 STMPX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. STMPX (633M). NAESX pays higher dividends than STMPX: NAESX (1.43) vs STMPX (0.56). NAESX was incepted earlier than STMPX: NAESX (65 years) vs STMPX (10 years). STMPX (0.98) is less costly to investors than NAESX (0.17). STMPX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than STMPX: NAESX (3000) vs STMPX (100000). NAESX annual gain was more profitable for investors over the last year : -0.09 vs. STMPX (-17.62). NAESX return over 5 years is better than : 65.08 vs. STMPX (25.42).
| NAESX | STMPX | NAESX / STMPX | |
| Total Expense Ratio | 0.17 | 0.98 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 0.98 | 17% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | -8.414 | -6.974 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 633M | 22,117% |
| Annual Yield % from dividends | 1.43 | 0.56 | 254% |
| Returns for 1 year | -0.09 | -17.62 | 1% |
| Returns for 3 years | 20.27 | -3.37 | -602% |
| Returns for 5 years | 65.08 | 25.42 | 256% |
| Returns for 10 years | 87.81 | 16.42 | 535% |
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