NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
NESGX
Price
$18.64
Change
+$0.25 (+1.36%)
Updated
Jul 3 closing price
Net Assets
145.22M
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NAESX vs NESGX

Header iconNAESX vs NESGX Comparison
Open Charts NAESX vs NESGXBanner chart's image
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Needham Small Cap Growth Retail
Price$18.64
Change+$0.25 (+1.36%)
VolumeN/A
Net Assets145.22M
NAESX vs NESGX Comparison Chart in %
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NAESX vs. NESGX commentary
Jul 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NESGX (145M). 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 : 12.22 vs. NESGX (3.84). NAESX return over 5 years is better than : 69.32 vs. NESGX (-7.45).
NAESXNESGXNAESX / NESGX
Total Expense Ratio0.171.799%
Annual Report Gross Expense Ratio0.171.869%
Fund Existence65 years23 years-
Gain YTD1.4320.920156%
Front LoadN/AN/A-
Min. Initial Investment30002000150%
Min. Initial Investment IRAN/AN/A-
Net Assets148B145M102,069%
Annual Yield % from dividends1.280.00-
Returns for 1 year12.223.84318%
Returns for 3 years37.8323.36162%
Returns for 5 years69.32-7.45-931%
Returns for 10 years108.8332.39336%
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