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NAESX vs SASVX
NAESX vs SASVX Comparison
Open Charts NAESX vs SASVX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Virtus Ceredex Small-Cap Value Eq A
Price$7.42
Change+$0.77 (+11.58%)
VolumeN/A
Net Assets99.79M
NAESX vs SASVX Comparison Chart in %
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NAESX vs. SASVX commentary
Feb 05, 2026
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 SASVX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SASVX (99.8M). NAESX pays higher dividends than SASVX: NAESX (1.16) vs SASVX (0.56). NAESX was incepted earlier than SASVX: NAESX (65 years) vs SASVX (22 years). SASVX (1.44) is less costly to investors than NAESX (0.17). SASVX is a more actively managed with annual turnover of: 79.00 vs. NAESX (13.00). SASVX has a lower initial minimum investment than NAESX: SASVX (2500) vs NAESX (3000). SASVX annual gain was more profitable for investors over the last year : 11.23 vs. NAESX (10.68). NAESX return over 5 years is better than : 31.77 vs. SASVX (-19.33).
| NAESX | SASVX | NAESX / SASVX | |
| Total Expense Ratio | 0.17 | 1.44 | 12% |
| Annual Report Gross Expense Ratio | 0.17 | 1.44 | 12% |
| Fund Existence | 65 years | 22 years | - |
| Gain YTD | 5.519 | 10.417 | 53% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 99.8M | 162,325% |
| Annual Yield % from dividends | 1.16 | 0.56 | 208% |
| Returns for 1 year | 10.68 | 11.23 | 95% |
| Returns for 3 years | 33.00 | -0.63 | -5,212% |
| Returns for 5 years | 31.77 | -19.33 | -164% |
| Returns for 10 years | 185.98 | -13.45 | -1,383% |
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