Interact to see
Advertisement
Advertisement
NAESX vs SWSCX
NAESX vs SWSCX Comparison
Open Charts NAESX vs SWSCX
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
Schwab Small-Cap Equity
Price$21.30
Change-$0.56 (-2.56%)
VolumeN/A
Net Assets650.31M
NAESX vs SWSCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SWSCX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SWSCX (650M). NAESX pays higher dividends than SWSCX: NAESX (1.22) 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 : -0.33 vs. SWSCX (-9.39). NAESX return over 5 years is better than : 44.93 vs. SWSCX (27.88).
| 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 | 4.359 | 9.624 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 650M | 24,923% |
| Annual Yield % from dividends | 1.22 | 0.22 | 564% |
| Returns for 1 year | -0.33 | -9.39 | 4% |
| Returns for 3 years | 31.86 | 11.74 | 271% |
| Returns for 5 years | 44.93 | 27.88 | 161% |
| Returns for 10 years | 129.99 | 2.69 | 4,829% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement