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NAESX vs NSGRX
NAESX vs NSGRX Comparison
Open Charts NAESX vs NSGRX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Northern Small Cap Core I
Price$25.63
Change+$0.16 (+0.63%)
VolumeN/A
Net Assets357.57M
NAESX vs NSGRX Comparison Chart in %
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NAESX vs. NSGRX 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 NSGRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NSGRX (358M). NAESX pays higher dividends than NSGRX: NAESX (1.28) vs NSGRX (1.05). NAESX was incepted earlier than NSGRX: NAESX (65 years) vs NSGRX (26 years). NSGRX (0.59) is less costly to investors than NAESX (0.17). NSGRX is a more actively managed with annual turnover of: 17.68 vs. NAESX (13.00). NSGRX has a lower initial minimum investment than NAESX: NSGRX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. NSGRX (-13.57). NAESX return over 5 years is better than : 66.66 vs. NSGRX (16.26).
| NAESX | NSGRX | NAESX / NSGRX | |
| Total Expense Ratio | 0.17 | 0.54 | 31% |
| Annual Report Gross Expense Ratio | 0.17 | 0.59 | 29% |
| Fund Existence | 65 years | 26 years | - |
| Gain YTD | 2.781 | 1.264 | 220% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 358M | 42,737% |
| Annual Yield % from dividends | 1.28 | 1.05 | 121% |
| Returns for 1 year | 8.46 | -13.57 | -62% |
| Returns for 3 years | 34.15 | 6.38 | 536% |
| Returns for 5 years | 66.66 | 16.26 | 410% |
| Returns for 10 years | 114.71 | 25.62 | 448% |
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