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NAESX vs SGPSX
NAESX vs SGPSX Comparison
Open Charts NAESX vs SGPSX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
ProFunds Small Cap Growth Svc
Price$76.78
Change-$1.43 (-1.83%)
VolumeN/A
Net Assets4.08M
NAESX vs SGPSX Comparison Chart
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NAESX vs. SGPSX commentary
Jun 15, 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 Buy and SGPSX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SGPSX (4.08M). NAESX pays higher dividends than SGPSX: NAESX (1.35) vs SGPSX (0.00). NAESX was incepted earlier than SGPSX: NAESX (65 years) vs SGPSX (24 years). SGPSX (3.17) is less costly to investors than NAESX (0.17). SGPSX is a more actively managed with annual turnover of: 251.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SGPSX: NAESX (3000) vs SGPSX (15000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. SGPSX (-2.86). NAESX return over 5 years is better than : 63.19 vs. SGPSX (20.36).
| NAESX | SGPSX | NAESX / SGPSX | |
| Total Expense Ratio | 0.17 | 2.78 | 6% |
| Annual Report Gross Expense Ratio | 0.17 | 3.17 | 5% |
| Fund Existence | 65 years | 24 years | - |
| Gain YTD | -4.390 | -5.664 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 15000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 4.08M | 3,631,011% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 5.19 | -2.86 | -182% |
| Returns for 3 years | 31.28 | 7.81 | 401% |
| Returns for 5 years | 63.19 | 20.36 | 310% |
| Returns for 10 years | 92.88 | 26.26 | 354% |
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