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NAESX vs VVERX
NAESX vs VVERX Comparison
Open Charts NAESX vs VVERX
Vanguard Small Cap Index I
Price$121.46
Change+$0.30 (+0.25%)
VolumeN/A
Net Assets154.18B
Virtus Ceredex Small-Cap Value Eq R6
Price$7.45
Change-$0.01 (-0.13%)
VolumeN/A
Net Assets97.25M
NAESX vs VVERX Comparison Chart in %
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NAESX vs. VVERX commentary
Aug 30, 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 VVERX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. VVERX (97.2M). VVERX pays higher dividends than NAESX: VVERX (1.60) vs NAESX (1.25). NAESX was incepted earlier than VVERX: NAESX (65 years) vs VVERX (7 years). VVERX (1.01) is less costly to investors than NAESX (0.17). VVERX is a more actively managed with annual turnover of: 79.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than VVERX: NAESX (3000) vs VVERX (2500000). NAESX annual gain was more profitable for investors over the last year : 9.99 vs. VVERX (-10.30). NAESX return over 5 years is better than : 60.61 vs. VVERX (0.74).
| NAESX | VVERX | NAESX / VVERX | |
| Total Expense Ratio | 0.17 | 0.77 | 22% |
| Annual Report Gross Expense Ratio | 0.17 | 1.01 | 17% |
| Fund Existence | 65 years | 7 years | - |
| Gain YTD | 5.381 | 0.947 | 568% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 97.2M | 158,436% |
| Annual Yield % from dividends | 1.25 | 1.60 | 78% |
| Returns for 1 year | 9.99 | -10.30 | -97% |
| Returns for 3 years | 32.16 | -11.31 | -284% |
| Returns for 5 years | 60.61 | 0.74 | 8,168% |
| Returns for 10 years | 130.39 | N/A | - |
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