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BOGIX vs NAESX
BOGIX vs NAESX Comparison
Open Charts BOGIX vs NAESX
SGI Small Cap Core Fund I Shares
Price$31.43
Change+$0.11 (+0.35%)
VolumeN/A
Net Assets114.25M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
BOGIX vs NAESX Comparison Chart in %
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BOGIX vs. NAESX commentary
Jul 27, 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 Hold and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. BOGIX (114M). NAESX pays higher dividends than BOGIX: NAESX (1.28) vs BOGIX (0.63). 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 : 8.46 vs. BOGIX (-2.02). NAESX return over 5 years is better than : 66.66 vs. BOGIX (19.28).
| 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 | 2.045 | 2.781 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 114M | 153B | 0% |
| Annual Yield % from dividends | 0.63 | 1.28 | 49% |
| Returns for 1 year | -2.02 | 8.46 | -24% |
| Returns for 3 years | 26.10 | 34.15 | 76% |
| Returns for 5 years | 19.28 | 66.66 | 29% |
| Returns for 10 years | 1.32 | 114.71 | 1% |
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