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NAESX vs VSENX
NAESX vs VSENX Comparison
Open Charts NAESX vs VSENX
Vanguard Small Cap Index I
Price$122.36
Change-$0.15 (-0.12%)
VolumeN/A
Net Assets161.26B
JPMorgan Small Cap Equity R6
Price$54.20
Change-$0.01 (-0.02%)
VolumeN/A
Net AssetsN/A
NAESX vs VSENX Comparison Chart in %
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NAESX vs. VSENX commentary
Sep 17, 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 pays higher dividends than VSENX: NAESX (1.20) vs VSENX (0.50). 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 : 10.47 vs. VSENX (-7.88). NAESX return over 5 years is better than : 66.22 vs. VSENX (-3.15).
| 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 | 6.555 | -0.823 | -796% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | N/A | - |
| Annual Yield % from dividends | 1.20 | 0.50 | 240% |
| Returns for 1 year | 10.47 | -7.88 | -133% |
| Returns for 3 years | 39.00 | -0.25 | -15,329% |
| Returns for 5 years | 66.22 | -3.15 | -2,100% |
| Returns for 10 years | 132.70 | N/A | - |
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