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NAESX vs SWSCX
NAESX vs SWSCX Comparison
Open Charts NAESX vs SWSCX
Vanguard Small Cap Index I
Price$123.61
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
Schwab Small-Cap Equity
Price$21.38
Change+$0.19 (+0.90%)
VolumeN/A
Net Assets635.53M
NAESX vs SWSCX Comparison Chart in %
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NAESX vs. SWSCX commentary
Oct 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 SWSCX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SWSCX (636M). NAESX pays higher dividends than SWSCX: NAESX (1.23) vs SWSCX (0.22). NAESX was incepted earlier than SWSCX: NAESX (65 years) vs SWSCX (22 years). SWSCX (1.08) is less costly to investors than NAESX (0.17). SWSCX is a more actively managed with annual turnover of: 106.00 vs. NAESX (13.00). SWSCX has a lower initial minimum investment than NAESX: SWSCX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.13 vs. SWSCX (-3.59). NAESX return over 5 years is better than : 56.51 vs. SWSCX (31.37).
| NAESX | SWSCX | NAESX / SWSCX | |
| Total Expense Ratio | 0.17 | 1.08 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.08 | 16% |
| Fund Existence | 65 years | 22 years | - |
| Gain YTD | 6.604 | 9.058 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 636M | 25,472% |
| Annual Yield % from dividends | 1.23 | 0.22 | 560% |
| Returns for 1 year | 9.13 | -3.59 | -254% |
| Returns for 3 years | 47.05 | 23.10 | 204% |
| Returns for 5 years | 56.51 | 31.37 | 180% |
| Returns for 10 years | 131.38 | 1.72 | 7,618% |