NAESX
Price
$117.84
Change
-$0.44 (-0.37%)
Updated
Aug 15 closing price
Net Assets
154.18B
SKSZX
Price
$29.80
Change
-$0.22 (-0.73%)
Updated
Aug 15 closing price
Net Assets
207.89M
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NAESX vs SKSZX

Header iconNAESX vs SKSZX Comparison
Open Charts NAESX vs SKSZXBanner chart's image
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
AMG GW&K Small Cap Value Z
Price$29.80
Change-$0.22 (-0.73%)
VolumeN/A
Net Assets207.89M
NAESX vs SKSZX Comparison Chart in %
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NAESX vs. SKSZX commentary
Aug 18, 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 SKSZX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SKSZX (208M). NAESX pays higher dividends than SKSZX: NAESX (1.25) vs SKSZX (1.07). 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 : 9.15 vs. SKSZX (-1.12). NAESX return over 5 years is better than : 57.53 vs. SKSZX (-3.89).
NAESXSKSZXNAESX / SKSZX
Total Expense Ratio0.170.9019%
Annual Report Gross Expense Ratio0.170.9418%
Fund Existence65 years8 years-
Gain YTD2.494-1.488-168%
Front LoadN/AN/A-
Min. Initial Investment300050000000%
Min. Initial Investment IRAN/AN/A-
Net Assets154B208M74,038%
Annual Yield % from dividends1.251.07117%
Returns for 1 year9.15-1.12-820%
Returns for 3 years20.395.75355%
Returns for 5 years57.53-3.89-1,481%
Returns for 10 years112.59N/A-
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