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NAESX vs SWSSX
NAESX vs SWSSX Comparison
Open Charts NAESX vs SWSSX
Vanguard Small Cap Index I
Price$115.97
Change-$0.14 (-0.12%)
VolumeN/A
CapitalizationN/A
Schwab Small Cap Index
Price$36.99
Change-$0.10 (-0.27%)
VolumeN/A
CapitalizationN/A
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NAESX vs SWSSX Comparison Chart
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NAESX vs. SWSSX commentary
Oct 18, 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 SWSSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 152B vs. SWSSX (6.6B). SWSSX pays higher dividends than NAESX: SWSSX (1.42) vs NAESX (1.31). NAESX was incepted earlier than SWSSX: NAESX (64 years) vs SWSSX (27 years). NAESX is a more actively managed with annual turnover of: 12.00 vs. SWSSX (10.00). SWSSX has a lower initial minimum investment than NAESX: SWSSX (0) vs NAESX (3000). SWSSX (29.34) and NAESX (28.41) have marching annual gain over last year. NAESX return over 5 years is better than : 59.36 vs. SWSSX (35.01).
| NAESX | SWSSX | NAESX / SWSSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 27 years | - |
| Gain YTD | 13.884 | 12.242 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 6.6B | 2,302% |
| Annual Yield % from dividends | 1.31 | 1.42 | 93% |
| Returns for 1 year | 28.41 | 29.34 | 97% |
| Returns for 3 years | 8.01 | -4.60 | -174% |
| Returns for 5 years | 59.36 | 35.01 | 170% |
| Returns for 10 years | 137.19 | 52.16 | 263% |
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