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NAESX vs STMPX
NAESX vs STMPX Comparison
Open Charts NAESX vs STMPX
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
SEI Tax-Managed Small/Mid Cap Y(SIMT)
Price$24.10
Change-$5.32 (-18.08%)
VolumeN/A
CapitalizationN/A
NAESX vs STMPX Comparison Chart
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NAESX vs. STMPX commentary
Dec 19, 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 Hold and STMPX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. STMPX (795M). NAESX pays higher dividends than STMPX: NAESX (1.31) vs STMPX (0.56). NAESX was incepted earlier than STMPX: NAESX (64 years) vs STMPX (10 years). STMPX is a more actively managed with annual turnover of: 62.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than STMPX: NAESX (3000) vs STMPX (100000). STMPX annual gain was more profitable for investors over the last year : 22.89 vs. NAESX (19.54). NAESX return over 5 years is better than : 53.79 vs. STMPX (38.02).
| NAESX | STMPX | NAESX / STMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 10 years | - |
| Gain YTD | 17.994 | 20.597 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 795M | 21,006% |
| Annual Yield % from dividends | 1.31 | 0.56 | 232% |
| Returns for 1 year | 19.54 | 22.89 | 85% |
| Returns for 3 years | 15.71 | 15.15 | 104% |
| Returns for 5 years | 53.79 | 38.02 | 141% |
| Returns for 10 years | 124.30 | N/A | - |
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