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NAESX vs SFSNX
NAESX vs SFSNX Comparison
Open Charts NAESX vs SFSNX
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
Schwab Fundamental US Small Company Idx
Price$18.44
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets1.75B
NAESX vs SFSNX Comparison Chart in %
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NAESX vs. SFSNX commentary
Oct 19, 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 SFSNX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SFSNX (1.75B). SFSNX pays higher dividends than NAESX: SFSNX (1.62) vs NAESX (1.23). NAESX was incepted earlier than SFSNX: NAESX (65 years) vs SFSNX (19 years). SFSNX (0.25) is less costly to investors than NAESX (0.17). SFSNX is a more actively managed with annual turnover of: 40.00 vs. NAESX (13.00). SFSNX has a lower initial minimum investment than NAESX: SFSNX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 4.92 vs. SFSNX (2.12). NAESX (55.28) and SFSNX (53.79) have equivalent 5 years return.
| NAESX | SFSNX | NAESX / SFSNX | |
| Total Expense Ratio | 0.17 | 0.25 | 68% |
| Annual Report Gross Expense Ratio | 0.17 | 0.25 | 68% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | 5.577 | 3.946 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.75B | 9,262% |
| Annual Yield % from dividends | 1.23 | 1.62 | 76% |
| Returns for 1 year | 4.92 | 2.12 | 232% |
| Returns for 3 years | 41.91 | 31.65 | 132% |
| Returns for 5 years | 55.28 | 53.79 | 103% |
| Returns for 10 years | 130.16 | 56.16 | 232% |
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