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NAESX vs SKSZX
NAESX vs SKSZX Comparison
Open Charts NAESX vs SKSZX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
AMG GW&K Small Cap Value Z
Price$29.48
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets206.61M
NAESX vs SKSZX Comparison Chart in %
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NAESX vs. SKSZX commentary
Jul 28, 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 SKSZX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SKSZX (207M). NAESX pays higher dividends than SKSZX: NAESX (1.28) vs SKSZX (1.09). NAESX was incepted earlier than SKSZX: NAESX (65 years) vs SKSZX (8 years). SKSZX (0.94) is less costly to investors than NAESX (0.17). SKSZX is a more actively managed with annual turnover of: 24.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than SKSZX: NAESX (3000) vs SKSZX (5000000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. SKSZX (-6.74). NAESX return over 5 years is better than : 66.66 vs. SKSZX (5.05).
| NAESX | SKSZX | NAESX / SKSZX | |
| Total Expense Ratio | 0.17 | 0.90 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 0.94 | 18% |
| Fund Existence | 65 years | 8 years | - |
| Gain YTD | 2.781 | -2.545 | -109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 207M | 73,913% |
| Annual Yield % from dividends | 1.28 | 1.09 | 117% |
| Returns for 1 year | 8.46 | -6.74 | -125% |
| Returns for 3 years | 34.15 | 14.15 | 241% |
| Returns for 5 years | 66.66 | 5.05 | 1,321% |
| Returns for 10 years | 114.71 | N/A | - |
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