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NAESX vs VVERX
NAESX vs VVERX Comparison
Open Charts NAESX vs VVERX
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
Virtus Ceredex Small-Cap Value Eq R6
Price$7.37
Change+$0.07 (+0.96%)
VolumeN/A
CapitalizationN/A
NAESX vs VVERX Comparison Chart
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NAESX vs. VVERX commentary
Dec 23, 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 Buy and VVERX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. VVERX (109M). 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 : 14.50 vs. VVERX (-2.24). NAESX return over 5 years is better than : 47.90 vs. VVERX (-19.17).
| 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 | 14.022 | -2.618 | -536% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 109M | 153,211% |
| Annual Yield % from dividends | 1.31 | 3.24 | 41% |
| Returns for 1 year | 14.50 | -2.24 | -649% |
| Returns for 3 years | 10.57 | -34.08 | -31% |
| Returns for 5 years | 47.90 | -19.17 | -250% |
| Returns for 10 years | 115.27 | N/A | - |
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