NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
SDFSX
Price
$18.03
Change
+$0.18 (+1.01%)
Updated
Jul 25 closing price
Net Assets
39.2M
Interact to see
Advertisement

NAESX vs SDFSX

Header iconNAESX vs SDFSX Comparison
Open Charts NAESX vs SDFSXBanner chart's image
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Sit Small Cap Dividend Growth S
Price$18.03
Change+$0.18 (+1.01%)
VolumeN/A
Net Assets39.2M
NAESX vs SDFSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
NAESX vs. SDFSX commentary
Jul 27, 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 StrongBuy and SDFSX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SDFSX (39.2M). NAESX pays higher dividends than SDFSX: NAESX (1.28) vs SDFSX (0.65). 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 : 8.46 vs. SDFSX (6.62). NAESX return over 5 years is better than : 66.66 vs. SDFSX (60.20).
NAESXSDFSXNAESX / SDFSX
Total Expense Ratio0.171.1615%
Annual Report Gross Expense Ratio0.171.5611%
Fund Existence65 years10 years-
Gain YTD2.7816.52543%
Front LoadN/AN/A-
Min. Initial Investment3000500060%
Min. Initial Investment IRAN/AN/A-
Net Assets153B39.2M390,306%
Annual Yield % from dividends1.280.65196%
Returns for 1 year8.466.62128%
Returns for 3 years34.1536.5194%
Returns for 5 years66.6660.20111%
Returns for 10 years114.71100.69114%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
NWHUF3.59N/A
N/A
Northwest Healthcare Properties Real Estate Investment
UVRBF1.61N/A
N/A
Universal Robina
IHLDF0.07N/A
N/A
Immutable Holdings Inc.
SSUMY26.31-0.40
-1.50%
Sumitomo Corp.
ARAAF1.14-0.06
-5.18%
Aclara Resources Inc.