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NAESX vs SWSSX
NAESX vs SWSSX Comparison
Open Charts NAESX vs SWSSX
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
NAESX vs SWSSX Comparison Chart
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NAESX vs. SWSSX commentary
May 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 SWSSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. SWSSX (5.9B). SWSSX pays higher dividends than NAESX: SWSSX (1.88) vs NAESX (1.43). 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). NAESX annual gain was more profitable for investors over the last year : -0.80 vs. SWSSX (-2.55). NAESX return over 5 years is better than : 64.48 vs. SWSSX (43.64).
| NAESX | SWSSX | NAESX / SWSSX | |
| Total Expense Ratio | 0.17 | 0.04 | 425% |
| Annual Report Gross Expense Ratio | 0.17 | 0.04 | 425% |
| Fund Existence | 65 years | 28 years | - |
| Gain YTD | -8.744 | -10.641 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 5.9B | 2,374% |
| Annual Yield % from dividends | 1.43 | 1.88 | 76% |
| Returns for 1 year | -0.80 | -2.55 | 31% |
| Returns for 3 years | 14.78 | 11.83 | 125% |
| Returns for 5 years | 64.48 | 43.64 | 148% |
| Returns for 10 years | 87.13 | 25.56 | 341% |
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