Ad is loading...
NAESX vs SWSSX
NAESX vs SWSSX Comparison
Open Charts NAESX vs SWSSX
Vanguard Small Cap Index I
Price$108.33
Change-$1.06 (-0.97%)
VolumeN/A
Net Assets153.45B
NAESX vs SWSSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SWSSX commentary
Mar 28, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SWSSX (6.03B). SWSSX pays higher dividends than NAESX: SWSSX (1.71) vs NAESX (1.20). 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 (12.00). 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 : 0.49 vs. SWSSX (-0.58). NAESX return over 5 years is better than : 102.41 vs. SWSSX (76.39).
| 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 | -5.002 | -6.721 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 6.03B | 2,536% |
| Annual Yield % from dividends | 1.20 | 1.71 | 70% |
| Returns for 1 year | 0.49 | -0.58 | -84% |
| Returns for 3 years | 7.98 | 3.46 | 231% |
| Returns for 5 years | 102.41 | 76.39 | 134% |
| Returns for 10 years | 93.11 | 28.80 | 323% |
View a ticker or compare two or three
VS
VS
Ad is loading...