NAESX
Price
$115.80
Change
+$1.09 (+0.95%)
Updated
Jul 2 closing price
Net Assets
147.56B
SWSSX
Price
$35.92
Change
+$0.50 (+1.41%)
Updated
Jul 2 closing price
Net Assets
6.51B
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NAESX vs SWSSX

Header iconNAESX vs SWSSX Comparison
Open Charts NAESX vs SWSSXBanner chart's image
Vanguard Small Cap Index I
Price$115.80
Change+$1.09 (+0.95%)
VolumeN/A
Net Assets147.56B
Schwab Small Cap Index
Price$35.92
Change+$0.50 (+1.41%)
VolumeN/A
Net Assets6.51B
NAESX vs SWSSX Comparison Chart in %
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NAESX vs. SWSSX commentary
Jul 04, 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.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SWSSX (6.51B). SWSSX pays higher dividends than NAESX: SWSSX (1.69) vs NAESX (1.28). 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 : 10.66 vs. SWSSX (9.48). NAESX return over 5 years is better than : 66.55 vs. SWSSX (47.67).
NAESXSWSSXNAESX / SWSSX
Total Expense Ratio0.170.04425%
Annual Report Gross Expense Ratio0.170.04425%
Fund Existence65 years28 years-
Gain YTD-0.229-0.81228%
Front LoadN/AN/A-
Min. Initial Investment30000-
Min. Initial Investment IRAN/AN/A-
Net Assets148B6.51B2,273%
Annual Yield % from dividends1.281.6975%
Returns for 1 year10.669.48112%
Returns for 3 years35.5731.80112%
Returns for 5 years66.5547.67140%
Returns for 10 years104.8137.49280%
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