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NAESX vs SWSCX
NAESX vs SWSCX Comparison
Open Charts NAESX vs SWSCX
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
Schwab Small-Cap Equity
Price$21.44
Change+$0.20 (+0.94%)
VolumeN/A
Net Assets645.73M
NAESX vs SWSCX Comparison Chart in %
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NAESX vs. SWSCX commentary
Sep 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 Buy and SWSCX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SWSCX (646M). NAESX pays higher dividends than SWSCX: NAESX (1.20) vs SWSCX (0.22). 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 : 8.00 vs. SWSCX (-3.03). NAESX return over 5 years is better than : 71.48 vs. SWSCX (49.07).
| 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 | 6.199 | 10.345 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 646M | 24,923% |
| Annual Yield % from dividends | 1.20 | 0.22 | 537% |
| Returns for 1 year | 8.00 | -3.03 | -264% |
| Returns for 3 years | 50.66 | 29.88 | 170% |
| Returns for 5 years | 71.48 | 49.07 | 146% |
| Returns for 10 years | 148.14 | 10.94 | 1,355% |
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