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NAESX vs SWSCX
NAESX vs SWSCX Comparison
Open Charts NAESX vs SWSCX
Vanguard Small Cap Index I
Price$113.86
Change-$1.83 (-1.58%)
VolumeN/A
Net Assets153.28B
Schwab Small-Cap Equity
Price$18.98
Change-$0.34 (-1.76%)
VolumeN/A
Net Assets599.74M
NAESX vs SWSCX Comparison Chart in %
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NAESX vs. SWSCX commentary
Aug 03, 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: 153B vs. SWSCX (600M). NAESX pays higher dividends than SWSCX: NAESX (1.25) vs SWSCX (0.24). 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 : 6.29 vs. SWSCX (-12.06). NAESX return over 5 years is better than : 60.82 vs. SWSCX (31.51).
| 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 | 0.624 | -0.566 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 600M | 25,500% |
| Annual Yield % from dividends | 1.25 | 0.24 | 522% |
| Returns for 1 year | 6.29 | -12.06 | -52% |
| Returns for 3 years | 26.05 | 2.31 | 1,126% |
| Returns for 5 years | 60.82 | 31.51 | 193% |
| Returns for 10 years | 108.46 | -10.97 | -988% |
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