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NAESX vs STMPX
NAESX vs STMPX Comparison
Open Charts NAESX vs STMPX
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
SEI Tax-Managed Small/Mid Cap Y(SIMT)
Price$22.24
Change-$0.04 (-0.18%)
VolumeN/A
Net Assets650.84M
NAESX vs STMPX Comparison Chart
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NAESX vs. STMPX commentary
Jun 07, 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 StrongBuy and STMPX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. STMPX (651M). NAESX pays higher dividends than STMPX: NAESX (1.35) vs STMPX (0.54). 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 : 4.88 vs. STMPX (-13.69). NAESX return over 5 years is better than : 52.45 vs. STMPX (16.11).
| 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 | -3.929 | -3.058 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 651M | 22,734% |
| Annual Yield % from dividends | 1.35 | 0.54 | 250% |
| Returns for 1 year | 4.88 | -13.69 | -36% |
| Returns for 3 years | 18.26 | -5.54 | -330% |
| Returns for 5 years | 52.45 | 16.11 | 326% |
| Returns for 10 years | 95.90 | 20.01 | 479% |
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