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NAESX vs SWSCX
NAESX vs SWSCX Comparison
Open Charts NAESX vs SWSCX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Schwab Small-Cap Equity
Price$20.16
Change-$0.07 (-0.35%)
VolumeN/A
Net Assets622.87M
NAESX vs SWSCX Comparison Chart in %
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NAESX vs. SWSCX 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 SWSCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SWSCX (623M). NAESX pays higher dividends than SWSCX: NAESX (1.25) vs SWSCX (0.24). NAESX was incepted earlier than SWSCX: NAESX (65 years) vs SWSCX (22 years). SWSCX (1.08) is less costly to investors than NAESX (0.17). SWSCX is a more actively managed with annual turnover of: 106.00 vs. NAESX (13.00). SWSCX has a lower initial minimum investment than NAESX: SWSCX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. SWSCX (-6.24). NAESX return over 5 years is better than : 57.53 vs. SWSCX (28.95).
| NAESX | SWSCX | NAESX / SWSCX | |
| Total Expense Ratio | 0.17 | 1.08 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.08 | 16% |
| Fund Existence | 65 years | 22 years | - |
| Gain YTD | 2.494 | 3.757 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 623M | 24,719% |
| Annual Yield % from dividends | 1.25 | 0.24 | 522% |
| Returns for 1 year | 9.15 | -6.24 | -147% |
| Returns for 3 years | 20.39 | 0.57 | 3,577% |
| Returns for 5 years | 57.53 | 28.95 | 199% |
| Returns for 10 years | 112.59 | -6.51 | -1,730% |
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