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BOGIX vs NAESX
BOGIX vs NAESX Comparison
Open Charts BOGIX vs NAESX
SGI Small Cap Core Fund I Shares
Price$32.18
Change-$0.19 (-0.59%)
VolumeN/A
Net Assets117M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
BOGIX vs NAESX Comparison Chart in %
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BOGIX vs. NAESX commentary
Aug 18, 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: 154B vs. BOGIX (117M). NAESX pays higher dividends than BOGIX: NAESX (1.25) vs BOGIX (0.62). 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 : 9.15 vs. BOGIX (4.19). NAESX return over 5 years is better than : 57.53 vs. BOGIX (13.26).
| 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 | 4.481 | 2.494 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 117M | 154B | 0% |
| Annual Yield % from dividends | 0.62 | 1.25 | 50% |
| Returns for 1 year | 4.19 | 9.15 | 46% |
| Returns for 3 years | 17.54 | 20.39 | 86% |
| Returns for 5 years | 13.26 | 57.53 | 23% |
| Returns for 10 years | 4.64 | 112.59 | 4% |
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