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NAESX vs SDFSX
NAESX vs SDFSX Comparison
Open Charts NAESX vs SDFSX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Sit Small Cap Dividend Growth S
Price$18.58
Change+$0.23 (+1.25%)
VolumeN/A
Net Assets42.38M
NAESX vs SDFSX Comparison Chart in %
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NAESX vs. SDFSX commentary
Sep 08, 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: 161B vs. SDFSX (42.4M). NAESX pays higher dividends than SDFSX: NAESX (1.20) 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 : 13.62 vs. SDFSX (11.47). NAESX return over 5 years is better than : 66.60 vs. SDFSX (57.39).
| 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 | 6.494 | 9.479 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 42.4M | 379,717% |
| Annual Yield % from dividends | 1.20 | 0.65 | 183% |
| Returns for 1 year | 13.62 | 11.47 | 119% |
| Returns for 3 years | 39.23 | 43.15 | 91% |
| Returns for 5 years | 66.60 | 57.39 | 116% |
| Returns for 10 years | 132.36 | 111.66 | 119% |
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