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NAESX vs SASVX
NAESX vs SASVX Comparison
Open Charts NAESX vs SASVX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Virtus Ceredex Small-Cap Value Eq A
Price$6.71
Change+$0.02 (+0.30%)
VolumeN/A
Net Assets97.1M
NAESX vs SASVX Comparison Chart in %
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NAESX vs. SASVX commentary
Sep 08, 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 SASVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SASVX (97.1M). NAESX pays higher dividends than SASVX: NAESX (1.20) vs SASVX (0.91). 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). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. SASVX (-9.63). NAESX return over 5 years is better than : 66.60 vs. SASVX (-5.09).
| 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 | 6.494 | 0.299 | 2,172% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 97.1M | 165,808% |
| Annual Yield % from dividends | 1.20 | 0.91 | 132% |
| Returns for 1 year | 13.62 | -9.63 | -141% |
| Returns for 3 years | 39.23 | -12.03 | -326% |
| Returns for 5 years | 66.60 | -5.09 | -1,309% |
| Returns for 10 years | 132.36 | -49.06 | -270% |
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