NAESX
Price
$121.28
Change
+$2.45 (+2.06%)
Updated
Oct 13 closing price
Net Assets
162.36B
SWSSX
Price
$39.86
Change
+$1.08 (+2.78%)
Updated
Oct 13 closing price
Net Assets
7.14B
Interact to see
Advertisement

NAESX vs SWSSX

Header iconNAESX vs SWSSX Comparison
Open Charts NAESX vs SWSSXBanner chart's image
Vanguard Small Cap Index I
Price$121.28
Change+$2.45 (+2.06%)
VolumeN/A
Net Assets162.36B
Schwab Small Cap Index
Price$39.86
Change+$1.08 (+2.78%)
VolumeN/A
Net Assets7.14B
NAESX vs SWSSX Comparison Chart in %
View a ticker or compare two or three
VS
NAESX vs. SWSSX commentary
Oct 15, 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 SWSSX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SWSSX (7.14B). SWSSX pays higher dividends than NAESX: SWSSX (1.50) vs NAESX (1.23). NAESX was incepted earlier than SWSSX: NAESX (65 years) vs SWSSX (28 years). NAESX (0.17) is less costly to investors than SWSSX (0.04). SWSSX is a more actively managed with annual turnover of: 15.00 vs. NAESX (13.00). SWSSX has a lower initial minimum investment than NAESX: SWSSX (0) vs NAESX (3000). SWSSX annual gain was more profitable for investors over the last year : 8.69 vs. NAESX (4.09). NAESX return over 5 years is better than : 52.70 vs. SWSSX (42.26).
NAESXSWSSXNAESX / SWSSX
Total Expense Ratio0.170.04425%
Annual Report Gross Expense Ratio0.170.04425%
Fund Existence65 years28 years-
Gain YTD3.4198.59740%
Front LoadN/AN/A-
Min. Initial Investment30000-
Min. Initial Investment IRAN/AN/A-
Net Assets162B7.14B2,269%
Annual Yield % from dividends1.231.5082%
Returns for 1 year4.098.6947%
Returns for 3 years45.1447.5495%
Returns for 5 years52.7042.26125%
Returns for 10 years125.7461.07206%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FMMMX47.190.89
+1.92%
American Funds AMCAP 529-F-2
NECOX22.66N/A
N/A
Natixis Oakmark C
FSMRX34.00N/A
N/A
Franklin Small-Mid Cap Growth R
PCBCX12.13N/A
N/A
Victory Pioneer Balanced C
MADAX26.42N/A
N/A
Madison Dividend Income A