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NAESX vs STMPX
NAESX vs STMPX Comparison
Open Charts NAESX vs STMPX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
SEI Tax-Managed Small/Mid Cap Y(SIMT)
Price$23.58
Change+$0.19 (+0.81%)
VolumeN/A
Net Assets682.87M
NAESX vs STMPX Comparison Chart in %
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NAESX vs. STMPX commentary
Jul 06, 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 STMPX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. STMPX (683M). NAESX pays higher dividends than STMPX: NAESX (1.28) vs STMPX (0.52). NAESX was incepted earlier than STMPX: NAESX (65 years) vs STMPX (11 years). STMPX (0.98) is less costly to investors than NAESX (0.17). STMPX is a more actively managed with annual turnover of: 57.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than STMPX: NAESX (3000) vs STMPX (100000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. STMPX (-8.41). NAESX return over 5 years is better than : 69.32 vs. STMPX (30.71).
| NAESX | STMPX | NAESX / STMPX | |
| Total Expense Ratio | 0.17 | 0.98 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 0.98 | 17% |
| Fund Existence | 65 years | 11 years | - |
| Gain YTD | 1.432 | 2.598 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 683M | 21,669% |
| Annual Yield % from dividends | 1.28 | 0.52 | 243% |
| Returns for 1 year | 12.22 | -8.41 | -145% |
| Returns for 3 years | 37.83 | 9.88 | 383% |
| Returns for 5 years | 69.32 | 30.71 | 226% |
| Returns for 10 years | 108.83 | 27.73 | 392% |
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