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NAESX vs SASVX
NAESX vs SASVX Comparison
Open Charts NAESX vs SASVX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
Virtus Ceredex Small-Cap Value Eq A
Price$6.56
Change-$0.12 (-1.80%)
VolumeN/A
Net Assets91.16M
NAESX vs SASVX Comparison Chart in %
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NAESX vs. SASVX commentary
Nov 14, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SASVX (91.2M). NAESX pays higher dividends than SASVX: NAESX (1.22) 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 : 1.42 vs. SASVX (-17.22). NAESX return over 5 years is better than : 48.22 vs. SASVX (-17.95).
| 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 | 6.726 | -0.149 | -4,500% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 91.2M | 177,632% |
| Annual Yield % from dividends | 1.22 | 0.91 | 134% |
| Returns for 1 year | 1.42 | -17.22 | -8% |
| Returns for 3 years | 33.14 | -19.18 | -173% |
| Returns for 5 years | 48.22 | -17.95 | -269% |
| Returns for 10 years | 137.58 | -47.68 | -289% |
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