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NAESX vs NSGRX
NAESX vs NSGRX Comparison
Open Charts NAESX vs NSGRX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Northern Small Cap Core I
Price$27.03
Change-$0.07 (-0.26%)
VolumeN/A
Net Assets356.45M
NAESX vs NSGRX Comparison Chart in %
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NAESX vs. NSGRX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NSGRX (356M). NAESX pays higher dividends than NSGRX: NAESX (1.23) vs NSGRX (0.97). NAESX was incepted earlier than NSGRX: NAESX (65 years) vs NSGRX (26 years). NSGRX (0.57) 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 : 4.92 vs. NSGRX (-11.53). NAESX return over 5 years is better than : 55.28 vs. NSGRX (11.53).
| NAESX | NSGRX | NAESX / NSGRX | |
| Total Expense Ratio | 0.17 | 0.52 | 33% |
| Annual Report Gross Expense Ratio | 0.17 | 0.57 | 30% |
| Fund Existence | 65 years | 26 years | - |
| Gain YTD | 5.577 | 6.796 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 356M | 45,506% |
| Annual Yield % from dividends | 1.23 | 0.97 | 127% |
| Returns for 1 year | 4.92 | -11.53 | -43% |
| Returns for 3 years | 41.91 | 15.39 | 272% |
| Returns for 5 years | 55.28 | 11.53 | 480% |
| Returns for 10 years | 130.16 | 38.39 | 339% |
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