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NAESX vs SWSCX
NAESX vs SWSCX Comparison
Open Charts NAESX vs SWSCX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Schwab Small-Cap Equity
Price$22.41
Change-$0.24 (-1.06%)
VolumeN/A
CapitalizationN/A
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NAESX vs SWSCX Comparison Chart
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NAESX vs. SWSCX commentary
Sep 21, 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 StrongBuy and SWSCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SWSCX (635M). NAESX pays higher dividends than SWSCX: NAESX (1.31) vs SWSCX (0.35). NAESX was incepted earlier than SWSCX: NAESX (64 years) vs SWSCX (21 years). SWSCX is a more actively managed with annual turnover of: 43.00 vs. NAESX (12.00). SWSCX has a lower initial minimum investment than NAESX: SWSCX (0) vs NAESX (3000). SWSCX annual gain was more profitable for investors over the last year : 23.95 vs. NAESX (20.72). NAESX return over 5 years is better than : 51.64 vs. SWSCX (35.30).
| NAESX | SWSCX | NAESX / SWSCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 21 years | - |
| Gain YTD | 9.695 | 10.778 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 635M | 23,465% |
| Annual Yield % from dividends | 1.31 | 0.35 | 380% |
| Returns for 1 year | 20.72 | 23.95 | 86% |
| Returns for 3 years | 5.63 | -2.60 | -217% |
| Returns for 5 years | 51.64 | 35.30 | 146% |
| Returns for 10 years | 113.34 | -9.32 | -1,216% |
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