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NAESX vs NESGX
NAESX vs NESGX Comparison
Open Charts NAESX vs NESGX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Needham Small Cap Growth Retail
Price$18.59
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets143.32M
NAESX vs NESGX Comparison Chart in %
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NAESX vs. NESGX commentary
Jul 28, 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 StrongBuy and NESGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NESGX (143M). NAESX pays higher dividends than NESGX: NAESX (1.28) vs NESGX (0.00). NAESX was incepted earlier than NESGX: NAESX (65 years) vs NESGX (23 years). NESGX (1.86) is less costly to investors than NAESX (0.17). NESGX is a more actively managed with annual turnover of: 62.00 vs. NAESX (13.00). NESGX has a lower initial minimum investment than NAESX: NESGX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. NESGX (1.20). NAESX return over 5 years is better than : 66.66 vs. NESGX (-11.77).
| NAESX | NESGX | NAESX / NESGX | |
| Total Expense Ratio | 0.17 | 1.79 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 1.86 | 9% |
| Fund Existence | 65 years | 23 years | - |
| Gain YTD | 2.781 | 0.650 | 428% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 143M | 106,993% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 8.46 | 1.20 | 706% |
| Returns for 3 years | 34.15 | 20.32 | 168% |
| Returns for 5 years | 66.66 | -11.77 | -566% |
| Returns for 10 years | 114.71 | 42.78 | 268% |
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