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NAESX vs SASVX
NAESX vs SASVX Comparison
Open Charts NAESX vs SASVX
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
Virtus Ceredex Small-Cap Value Eq A
Price$6.85
Change+$0.12 (+1.78%)
VolumeN/A
Net Assets94.25M
NAESX vs SASVX Comparison Chart in %
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NAESX vs. SASVX commentary
Dec 04, 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 Buy and SASVX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SASVX (94.2M). NAESX pays higher dividends than SASVX: NAESX (1.21) vs SASVX (0.90). 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 : -0.86 vs. SASVX (-17.49). NAESX return over 5 years is better than : 40.97 vs. SASVX (-19.90).
| 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 | 7.092 | 0.747 | 949% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 94.2M | 171,975% |
| Annual Yield % from dividends | 1.21 | 0.90 | 134% |
| Returns for 1 year | -0.86 | -17.49 | 5% |
| Returns for 3 years | 32.07 | -20.11 | -159% |
| Returns for 5 years | 40.97 | -19.90 | -206% |
| Returns for 10 years | 131.34 | -48.30 | -272% |
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