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NAESX vs VVERX
NAESX vs VVERX Comparison
Open Charts NAESX vs VVERX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Virtus Ceredex Small-Cap Value Eq R6
Price$7.19
Change+$0.02 (+0.28%)
VolumeN/A
Net Assets95.05M
NAESX vs VVERX Comparison Chart in %
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NAESX vs. VVERX commentary
Jul 28, 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 VVERX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. VVERX (95.1M). VVERX pays higher dividends than NAESX: VVERX (1.62) vs NAESX (1.28). 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 : 8.46 vs. VVERX (-12.72). NAESX return over 5 years is better than : 66.66 vs. VVERX (-0.43).
| 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 | 2.781 | -2.706 | -103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 95.1M | 160,883% |
| Annual Yield % from dividends | 1.28 | 1.62 | 79% |
| Returns for 1 year | 8.46 | -12.72 | -66% |
| Returns for 3 years | 34.15 | -11.76 | -290% |
| Returns for 5 years | 66.66 | -0.43 | -15,607% |
| Returns for 10 years | 114.71 | N/A | - |
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