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NAESX vs SDFSX
NAESX vs SDFSX Comparison
Open Charts NAESX vs SDFSX
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Sit Small Cap Dividend Growth S
Price$20.34
Change+$1.69 (+9.06%)
VolumeN/A
Net Assets48.22M
NAESX vs SDFSX Comparison Chart in %
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NAESX vs. SDFSX commentary
Feb 04, 2026
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: 162B vs. SDFSX (48.2M). NAESX pays higher dividends than SDFSX: NAESX (1.16) vs SDFSX (0.68). NAESX was incepted earlier than SDFSX: NAESX (65 years) vs SDFSX (11 years). SDFSX (1.15) is less costly to investors than NAESX (0.17). NAESX is a more actively managed with annual turnover of: 13.00 vs. SDFSX (11.54). NAESX has a lower initial minimum investment than SDFSX: NAESX (3000) vs SDFSX (5000). SDFSX annual gain was more profitable for investors over the last year : 17.73 vs. NAESX (10.68). SDFSX return over 5 years is better than : 38.62 vs. NAESX (31.77).
| NAESX | SDFSX | NAESX / SDFSX | |
| Total Expense Ratio | 0.17 | 1.15 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.15 | 15% |
| Fund Existence | 65 years | 11 years | - |
| Gain YTD | 5.519 | 8.480 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 48.2M | 336,100% |
| Annual Yield % from dividends | 1.16 | 0.68 | 170% |
| Returns for 1 year | 10.68 | 17.73 | 60% |
| Returns for 3 years | 33.00 | 42.38 | 78% |
| Returns for 5 years | 31.77 | 38.62 | 82% |
| Returns for 10 years | 185.98 | 155.69 | 119% |
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