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NAESX vs VSENX
NAESX vs VSENX Comparison
Open Charts NAESX vs VSENX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JPMorgan Small Cap Equity R6
Price$54.81
Change+$0.27 (+0.50%)
VolumeN/A
Net Assets3.93B
NAESX vs VSENX Comparison Chart in %
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NAESX vs. VSENX commentary
Jul 07, 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 StrongBuy and VSENX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. VSENX (3.93B). NAESX pays higher dividends than VSENX: NAESX (1.28) vs VSENX (0.52). 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 : 12.22 vs. VSENX (0.83). NAESX return over 5 years is better than : 69.32 vs. VSENX (4.53).
| 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 | 1.432 | 0.274 | 522% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 15000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 3.93B | 3,770% |
| Annual Yield % from dividends | 1.28 | 0.52 | 247% |
| Returns for 1 year | 12.22 | 0.83 | 1,478% |
| Returns for 3 years | 37.83 | 2.62 | 1,446% |
| Returns for 5 years | 69.32 | 4.53 | 1,529% |
| Returns for 10 years | 108.83 | N/A | - |
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