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EMGRX vs NAESX
EMGRX vs NAESX Comparison
Open Charts EMGRX vs NAESX
Nuveen Small Cap Select A
Price$10.38
Change-$0.02 (-0.19%)
VolumeN/A
Net Assets160.78M
Vanguard Small Cap Index I
Price$115.83
Change-$0.70 (-0.60%)
VolumeN/A
Net Assets153.28B
EMGRX vs NAESX Comparison Chart in %
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EMGRX vs. NAESX commentary
Jul 23, 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 EMGRX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. EMGRX (161M). NAESX pays higher dividends than EMGRX: NAESX (1.28) vs EMGRX (0.02). EMGRX was incepted earlier than NAESX: EMGRX (33 years) vs NAESX (65 years). EMGRX (1.35) is less costly to investors than NAESX (0.17). EMGRX is a more actively managed with annual turnover of: 56.00 vs. NAESX (13.00). EMGRX (3000) and NAESX (3000) have matching initial minimum investment requirements. NAESX annual gain was more profitable for investors over the last year : 7.47 vs. EMGRX (1.78). NAESX return over 5 years is better than : 62.30 vs. EMGRX (42.12).
| EMGRX | NAESX | EMGRX / NAESX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.35 | 0.17 | 794% |
| Fund Existence | 33 years | 65 years | - |
| Gain YTD | -1.141 | 1.354 | -84% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161M | 153B | 0% |
| Annual Yield % from dividends | 0.02 | 1.28 | 1% |
| Returns for 1 year | 1.78 | 7.47 | 24% |
| Returns for 3 years | 33.03 | 31.77 | 104% |
| Returns for 5 years | 42.12 | 62.30 | 68% |
| Returns for 10 years | -8.47 | 111.92 | -8% |
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