NAESX
Price
$130.40
Change
+$7.85 (+6.41%)
Updated
Feb 3 closing price
Net Assets
162.31B
SWSSX
Price
$42.51
Change
+$2.53 (+6.33%)
Updated
Feb 3 closing price
Net Assets
7.77B
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NAESX vs SWSSX

Header iconNAESX vs SWSSX Comparison
Open Charts NAESX vs SWSSXBanner chart's image
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
Schwab Small Cap Index
Price$42.51
Change+$2.53 (+6.33%)
VolumeN/A
Net Assets7.77B
NAESX vs SWSSX Comparison Chart in %
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NAESX vs. SWSSX commentary
Feb 04, 2026

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 SWSSX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SWSSX (7.77B). SWSSX (1.22) and NAESX (1.16) have matching dividends . NAESX was incepted earlier than SWSSX: NAESX (65 years) vs SWSSX (29 years). NAESX (0.17) is less costly to investors than SWSSX (0.04). SWSSX is a more actively managed with annual turnover of: 15.00 vs. NAESX (13.00). SWSSX has a lower initial minimum investment than NAESX: SWSSX (0) vs NAESX (3000). SWSSX annual gain was more profitable for investors over the last year : 18.91 vs. NAESX (10.68). NAESX return over 5 years is better than : 31.77 vs. SWSSX (18.37).
NAESXSWSSXNAESX / SWSSX
Total Expense Ratio0.170.04425%
Annual Report Gross Expense Ratio0.170.04425%
Fund Existence65 years29 years-
Gain YTD5.5196.75582%
Front LoadN/AN/A-
Min. Initial Investment30000-
Min. Initial Investment IRAN/AN/A-
Net Assets162B7.77B2,085%
Annual Yield % from dividends1.161.2295%
Returns for 1 year10.6818.9156%
Returns for 3 years33.0039.4684%
Returns for 5 years31.7718.37173%
Returns for 10 years185.98122.92151%
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