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NAESX vs SFSNX
NAESX vs SFSNX Comparison
Open Charts NAESX vs SFSNX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Schwab Fundamental US Small Company Idx
Price$18.13
Change-$0.10 (-0.55%)
VolumeN/A
Net Assets1.76B
NAESX vs SFSNX Comparison Chart in %
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NAESX vs. SFSNX commentary
Aug 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: 154B vs. SFSNX (1.76B). SFSNX pays higher dividends than NAESX: SFSNX (1.73) vs NAESX (1.25). 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 : 9.15 vs. SFSNX (7.36). NAESX return over 5 years is better than : 57.53 vs. SFSNX (52.78).
| 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 | 2.494 | 2.198 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.76B | 8,775% |
| Annual Yield % from dividends | 1.25 | 1.73 | 72% |
| Returns for 1 year | 9.15 | 7.36 | 124% |
| Returns for 3 years | 20.39 | 13.30 | 153% |
| Returns for 5 years | 57.53 | 52.78 | 109% |
| Returns for 10 years | 112.59 | 49.01 | 230% |
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