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NAESX vs SDFSX
NAESX vs SDFSX Comparison
Open Charts NAESX vs SDFSX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Sit Small Cap Dividend Growth S
Price$18.10
Change-$0.16 (-0.88%)
VolumeN/A
Net Assets39.38M
NAESX vs SDFSX Comparison Chart in %
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NAESX vs. SDFSX commentary
Aug 18, 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 SDFSX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SDFSX (39.4M). NAESX pays higher dividends than SDFSX: NAESX (1.25) vs SDFSX (0.68). NAESX was incepted earlier than SDFSX: NAESX (65 years) vs SDFSX (10 years). SDFSX (1.56) is less costly to investors than NAESX (0.17). NAESX (13.00) and SDFSX (12.81) have comparable annual turnover. NAESX has a lower initial minimum investment than SDFSX: NAESX (3000) vs SDFSX (5000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. SDFSX (8.43). NAESX return over 5 years is better than : 57.53 vs. SDFSX (51.63).
| NAESX | SDFSX | NAESX / SDFSX | |
| Total Expense Ratio | 0.17 | 1.16 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.56 | 11% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | 2.494 | 6.939 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 39.4M | 390,863% |
| Annual Yield % from dividends | 1.25 | 0.68 | 184% |
| Returns for 1 year | 9.15 | 8.43 | 108% |
| Returns for 3 years | 20.39 | 24.98 | 82% |
| Returns for 5 years | 57.53 | 51.63 | 111% |
| Returns for 10 years | 112.59 | 97.24 | 116% |
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