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NAESX vs NSGRX
NAESX vs NSGRX Comparison
Open Charts NAESX vs NSGRX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
Northern Small Cap Core I
Price$25.64
Change+$0.23 (+0.91%)
VolumeN/A
Net Assets362.33M
NAESX vs NSGRX Comparison Chart in %
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NAESX vs. NSGRX 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 NSGRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NSGRX (362M). 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: 15.33 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 : 12.22 vs. NSGRX (-6.24). NAESX return over 5 years is better than : 69.32 vs. NSGRX (19.10).
| 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 | 1.432 | 1.304 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 362M | 40,884% |
| Annual Yield % from dividends | 1.28 | 1.05 | 121% |
| Returns for 1 year | 12.22 | -6.24 | -196% |
| Returns for 3 years | 37.83 | 10.87 | 348% |
| Returns for 5 years | 69.32 | 19.10 | 363% |
| Returns for 10 years | 108.83 | 23.40 | 465% |
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