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NAESX vs VVERX
NAESX vs VVERX Comparison
Open Charts NAESX vs VVERX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Virtus Ceredex Small-Cap Value Eq R6
Price$7.34
Change-$0.15 (-2.00%)
VolumeN/A
Net Assets103.25M
NAESX vs VVERX Comparison Chart
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NAESX vs. VVERX commentary
Feb 23, 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 VVERX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. VVERX (103M). 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 : 11.22 vs. VVERX (-1.99). NAESX return over 5 years is better than : 44.30 vs. VVERX (-20.39).
| 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 | -0.321 | -0.677 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 103M | 156,311% |
| Annual Yield % from dividends | 1.31 | 3.24 | 41% |
| Returns for 1 year | 11.22 | -1.99 | -563% |
| Returns for 3 years | 18.76 | -19.74 | -95% |
| Returns for 5 years | 44.30 | -20.39 | -217% |
| Returns for 10 years | 105.17 | N/A | - |
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