Interact to see
Advertisement
Advertisement
NAESX vs SASVX
NAESX vs SASVX Comparison
Open Charts NAESX vs SASVX
Vanguard Small Cap Index I
Price$122.98
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
Virtus Ceredex Small-Cap Value Eq A
Price$6.71
Change+$0.09 (+1.36%)
VolumeN/A
Net Assets94.09M
NAESX vs SASVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SASVX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SASVX (94.1M). NAESX pays higher dividends than SASVX: NAESX (1.23) 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 : 4.92 vs. SASVX (-15.47). NAESX return over 5 years is better than : 55.28 vs. SASVX (-10.75).
| 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 | 5.577 | -1.046 | -533% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 94.1M | 172,157% |
| Annual Yield % from dividends | 1.23 | 0.91 | 134% |
| Returns for 1 year | 4.92 | -15.47 | -32% |
| Returns for 3 years | 41.91 | -13.32 | -315% |
| Returns for 5 years | 55.28 | -10.75 | -514% |
| Returns for 10 years | 130.16 | -50.32 | -259% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement