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NAESX vs VVERX
NAESX vs VVERX Comparison
Open Charts NAESX vs VVERX
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
Virtus Ceredex Small-Cap Value Eq R6
Price$6.74
Change-$0.12 (-1.75%)
VolumeN/A
Net Assets90.65M
NAESX vs VVERX Comparison Chart
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NAESX vs. VVERX commentary
Jun 16, 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 VVERX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. VVERX (90.7M). VVERX pays higher dividends than NAESX: VVERX (1.66) vs NAESX (1.35). NAESX was incepted earlier than VVERX: NAESX (65 years) vs VVERX (6 years). VVERX (1.01) is less costly to investors than NAESX (0.17). VVERX is a more actively managed with annual turnover of: 79.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than VVERX: NAESX (3000) vs VVERX (2500000). NAESX annual gain was more profitable for investors over the last year : 5.19 vs. VVERX (-12.42). NAESX return over 5 years is better than : 63.19 vs. VVERX (-2.04).
| NAESX | VVERX | NAESX / VVERX | |
| Total Expense Ratio | 0.17 | 0.77 | 22% |
| Annual Report Gross Expense Ratio | 0.17 | 1.01 | 17% |
| Fund Existence | 65 years | 6 years | - |
| Gain YTD | -4.390 | -8.796 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 90.7M | 163,175% |
| Annual Yield % from dividends | 1.35 | 1.66 | 81% |
| Returns for 1 year | 5.19 | -12.42 | -42% |
| Returns for 3 years | 31.28 | -17.38 | -180% |
| Returns for 5 years | 63.19 | -2.04 | -3,104% |
| Returns for 10 years | 92.88 | N/A | - |
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