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NAESX vs SKSEX
NAESX vs SKSEX Comparison
Open Charts NAESX vs SKSEX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
AMG GW&K Small Cap Value N
Price$29.50
Change+$0.25 (+0.85%)
VolumeN/A
Net Assets207.13M
NAESX vs SKSEX Comparison Chart in %
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NAESX vs. SKSEX commentary
Jul 07, 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 StrongBuy and SKSEX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SKSEX (207M). NAESX pays higher dividends than SKSEX: NAESX (1.28) vs SKSEX (0.81). NAESX was incepted earlier than SKSEX: NAESX (65 years) vs SKSEX (38 years). SKSEX (1.19) is less costly to investors than NAESX (0.17). SKSEX is a more actively managed with annual turnover of: 24.00 vs. NAESX (13.00). SKSEX has a lower initial minimum investment than NAESX: SKSEX (2000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. SKSEX (1.69). NAESX return over 5 years is better than : 69.32 vs. SKSEX (7.59).
| NAESX | SKSEX | NAESX / SKSEX | |
| Total Expense Ratio | 0.17 | 1.15 | 15% |
| Annual Report Gross Expense Ratio | 0.17 | 1.19 | 14% |
| Fund Existence | 65 years | 38 years | - |
| Gain YTD | 1.432 | -3.024 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2000 | 150% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 207M | 71,498% |
| Annual Yield % from dividends | 1.28 | 0.81 | 158% |
| Returns for 1 year | 12.22 | 1.69 | 724% |
| Returns for 3 years | 37.83 | 17.17 | 220% |
| Returns for 5 years | 69.32 | 7.59 | 914% |
| Returns for 10 years | 108.83 | -27.10 | -402% |
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