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NAESX vs VSENX
NAESX vs VSENX Comparison
Open Charts NAESX vs VSENX
Vanguard Small Cap Index I
Price$115.05
Change-$0.12 (-0.10%)
VolumeN/A
Net Assets154.18B
JPMorgan Small Cap Equity R6
Price$52.98
Change-$0.19 (-0.36%)
VolumeN/A
Net Assets3.57B
NAESX vs VSENX Comparison Chart in %
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NAESX vs. VSENX commentary
Aug 10, 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 Hold and VSENX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. VSENX (3.57B). NAESX pays higher dividends than VSENX: NAESX (1.25) vs VSENX (0.51). NAESX was incepted earlier than VSENX: NAESX (65 years) vs VSENX (9 years). VSENX (0.75) is less costly to investors than NAESX (0.17). VSENX is a more actively managed with annual turnover of: 19.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than VSENX: NAESX (3000) vs VSENX (15000000). NAESX annual gain was more profitable for investors over the last year : 9.46 vs. VSENX (-5.71). NAESX return over 5 years is better than : 54.21 vs. VSENX (-7.24).
| NAESX | VSENX | NAESX / VSENX | |
| Total Expense Ratio | 0.17 | 0.75 | 23% |
| Annual Report Gross Expense Ratio | 0.17 | 0.75 | 23% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | 0.067 | -3.074 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 3.57B | 4,317% |
| Annual Yield % from dividends | 1.25 | 0.51 | 245% |
| Returns for 1 year | 9.46 | -5.71 | -166% |
| Returns for 3 years | 23.97 | -8.17 | -293% |
| Returns for 5 years | 54.21 | -7.24 | -748% |
| Returns for 10 years | 108.86 | N/A | - |
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