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BOGIX vs NAESX
BOGIX vs NAESX Comparison
Open Charts BOGIX vs NAESX
SGI Small Cap Core Fund I Shares
Price$33.19
Change+$0.04 (+0.12%)
VolumeN/A
Net Assets115.86M
Vanguard Small Cap Index I
Price$122.63
Change+$0.18 (+0.15%)
VolumeN/A
Net Assets161.58B
BOGIX vs NAESX Comparison Chart in %
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BOGIX vs. NAESX commentary
Nov 14, 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 BOGIX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. BOGIX (116M). NAESX pays higher dividends than BOGIX: NAESX (1.22) vs BOGIX (0.59). BOGIX was incepted earlier than NAESX: BOGIX (26 years) vs NAESX (65 years). BOGIX (1.25) is less costly to investors than NAESX (0.17). BOGIX is a more actively managed with annual turnover of: 211.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than BOGIX: NAESX (3000) vs BOGIX (10000). NAESX annual gain was more profitable for investors over the last year : 1.42 vs. BOGIX (-2.09). NAESX return over 5 years is better than : 48.22 vs. BOGIX (9.80).
| BOGIX | NAESX | BOGIX / NAESX | |
| Total Expense Ratio | 1.23 | 0.17 | 724% |
| Annual Report Gross Expense Ratio | 1.25 | 0.17 | 735% |
| Fund Existence | 26 years | 65 years | - |
| Gain YTD | 7.760 | 6.726 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 116M | 162B | 0% |
| Annual Yield % from dividends | 0.59 | 1.22 | 48% |
| Returns for 1 year | -2.09 | 1.42 | -147% |
| Returns for 3 years | 28.06 | 33.14 | 85% |
| Returns for 5 years | 9.80 | 48.22 | 20% |
| Returns for 10 years | 15.29 | 137.58 | 11% |
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