Interact to see
Advertisement
Advertisement
NAESX vs SFSNX
NAESX vs SFSNX Comparison
Open Charts NAESX vs SFSNX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Schwab Fundamental US Small Company Idx
Price$18.85
Change+$0.27 (+1.45%)
VolumeN/A
Net Assets1.82B
NAESX vs SFSNX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SFSNX commentary
Sep 09, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SFSNX (1.82B). SFSNX pays higher dividends than NAESX: SFSNX (1.62) vs NAESX (1.20). NAESX was incepted earlier than SFSNX: NAESX (65 years) vs SFSNX (18 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 : 13.62 vs. SFSNX (12.02). NAESX return over 5 years is better than : 66.60 vs. SFSNX (62.83).
| 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 | 18 years | - |
| Gain YTD | 6.494 | 6.821 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.82B | 8,871% |
| Annual Yield % from dividends | 1.20 | 1.62 | 74% |
| Returns for 1 year | 13.62 | 12.02 | 113% |
| Returns for 3 years | 39.23 | 32.54 | 121% |
| Returns for 5 years | 66.60 | 62.83 | 106% |
| Returns for 10 years | 132.36 | 64.06 | 207% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement