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NAESX vs VSENX
NAESX vs VSENX Comparison
Open Charts NAESX vs VSENX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
JPMorgan Small Cap Equity R6
Price$51.68
Change-$0.99 (-1.88%)
VolumeN/A
Net Assets3.76B
NAESX vs VSENX Comparison Chart
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NAESX vs. VSENX commentary
Jun 15, 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 VSENX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. VSENX (3.76B). NAESX pays higher dividends than VSENX: NAESX (1.35) vs VSENX (0.53). NAESX was incepted earlier than VSENX: NAESX (65 years) vs VSENX (9 years). VSENX (0.75) is less costly to investors than NAESX (0.17). VSENX is a more actively managed with annual turnover of: 19.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than VSENX: NAESX (3000) vs VSENX (15000000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. VSENX (-5.26). NAESX return over 5 years is better than : 63.19 vs. VSENX (0.80).
| NAESX | VSENX | NAESX / VSENX | |
| Total Expense Ratio | 0.17 | 0.75 | 23% |
| Annual Report Gross Expense Ratio | 0.17 | 0.75 | 23% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | -4.390 | -5.452 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 3.76B | 3,936% |
| Annual Yield % from dividends | 1.35 | 0.53 | 255% |
| Returns for 1 year | 5.19 | -5.26 | -99% |
| Returns for 3 years | 31.28 | -0.34 | -9,124% |
| Returns for 5 years | 63.19 | 0.80 | 7,940% |
| Returns for 10 years | 92.88 | N/A | - |
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