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NAESX vs STMPX
NAESX vs STMPX Comparison
Open Charts NAESX vs STMPX
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
SEI Tax-Managed Small/Mid Cap Y(SIMT)
Price$20.60
Change+$1.59 (+8.36%)
VolumeN/A
Net Assets574.55M
NAESX vs STMPX Comparison Chart
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NAESX vs. STMPX commentary
Apr 11, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. STMPX (575M). NAESX pays higher dividends than STMPX: NAESX (1.39) vs STMPX (0.57). 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 (12.00). 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 : -13.70 vs. STMPX (-26.81). NAESX return over 5 years is better than : 56.35 vs. STMPX (17.49).
| 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 | -19.296 | -17.286 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 575M | 24,870% |
| Annual Yield % from dividends | 1.39 | 0.57 | 244% |
| Returns for 1 year | -13.70 | -26.81 | 51% |
| Returns for 3 years | -5.18 | -20.85 | 25% |
| Returns for 5 years | 56.35 | 17.49 | 322% |
| Returns for 10 years | 63.14 | 2.13 | 2,965% |
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