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NAESX vs NSGRX
NAESX vs NSGRX Comparison
Open Charts NAESX vs NSGRX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Northern Small Cap Core I
Price$26.01
Change-$0.13 (-0.50%)
VolumeN/A
Net Assets356.05M
NAESX vs NSGRX Comparison Chart in %
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NAESX vs. NSGRX commentary
Aug 19, 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 Hold and NSGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. NSGRX (356M). NAESX pays higher dividends than NSGRX: NAESX (1.25) vs NSGRX (1.04). 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 : 9.15 vs. NSGRX (-9.23). NAESX return over 5 years is better than : 57.53 vs. NSGRX (10.32).
| 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 | 2.494 | 2.766 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 356M | 43,258% |
| Annual Yield % from dividends | 1.25 | 1.04 | 121% |
| Returns for 1 year | 9.15 | -9.23 | -99% |
| Returns for 3 years | 20.39 | -1.76 | -1,158% |
| Returns for 5 years | 57.53 | 10.32 | 557% |
| Returns for 10 years | 112.59 | 27.71 | 406% |
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