Interact to see
Advertisement
Advertisement
NAESX vs SKSZX
NAESX vs SKSZX Comparison
Open Charts NAESX vs SKSZX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
AMG GW&K Small Cap Value Z
Price$27.46
Change-$0.55 (-1.96%)
VolumeN/A
Net Assets195.06M
NAESX vs SKSZX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SKSZX commentary
Jun 16, 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 SKSZX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SKSZX (195M). NAESX pays higher dividends than SKSZX: NAESX (1.35) vs SKSZX (1.12). 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 : 5.19 vs. SKSZX (-4.12). NAESX return over 5 years is better than : 63.19 vs. SKSZX (0.87).
| 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 | -4.390 | -9.223 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 195M | 75,897% |
| Annual Yield % from dividends | 1.35 | 1.12 | 120% |
| Returns for 1 year | 5.19 | -4.12 | -126% |
| Returns for 3 years | 31.28 | 8.18 | 382% |
| Returns for 5 years | 63.19 | 0.87 | 7,237% |
| Returns for 10 years | 92.88 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement