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NAESX vs VSENX
NAESX vs VSENX Comparison
Open Charts NAESX vs VSENX
Vanguard Small Cap Index I
Price$116.53
Change-$0.17 (-0.15%)
VolumeN/A
Net Assets153.28B
JPMorgan Small Cap Equity R6
Price$54.52
Change-$0.25 (-0.46%)
VolumeN/A
Net Assets3.9B
NAESX vs VSENX Comparison Chart in %
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NAESX vs. VSENX commentary
Jul 20, 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 VSENX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. VSENX (3.9B). NAESX pays higher dividends than VSENX: NAESX (1.28) vs VSENX (0.52). 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 : 5.60 vs. VSENX (-6.26). NAESX return over 5 years is better than : 64.98 vs. VSENX (1.14).
| 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 | 1.502 | 0.201 | 746% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 3.9B | 3,924% |
| Annual Yield % from dividends | 1.28 | 0.52 | 247% |
| Returns for 1 year | 5.60 | -6.26 | -89% |
| Returns for 3 years | 37.53 | 2.26 | 1,662% |
| Returns for 5 years | 64.98 | 1.14 | 5,682% |
| Returns for 10 years | 107.40 | N/A | - |