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NAESX vs VVERX
NAESX vs VVERX Comparison
Open Charts NAESX vs VVERX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Small-Cap Value Eq R6
Price$8.48
Change-$0.08 (-0.93%)
VolumeN/A
CapitalizationN/A
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NAESX vs VVERX Comparison Chart
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NAESX vs. VVERX commentary
Sep 21, 2024
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 StrongBuy and VVERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. VVERX (105M). VVERX pays higher dividends than NAESX: VVERX (3.24) vs NAESX (1.31). NAESX was incepted earlier than VVERX: NAESX (64 years) vs VVERX (6 years). VVERX is a more actively managed with annual turnover of: 94.00 vs. NAESX (12.00). 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 : 20.72 vs. VVERX (7.65). NAESX return over 5 years is better than : 51.64 vs. VVERX (-10.42).
| NAESX | VVERX | NAESX / VVERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 6 years | - |
| Gain YTD | 9.695 | 9.245 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 105M | 141,905% |
| Annual Yield % from dividends | 1.31 | 3.24 | 41% |
| Returns for 1 year | 20.72 | 7.65 | 271% |
| Returns for 3 years | 5.63 | -23.64 | -24% |
| Returns for 5 years | 51.64 | -10.42 | -496% |
| Returns for 10 years | 113.34 | N/A | - |