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NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
Nuveen Small/Mid-Cap Value A
Price$28.84
Change-$2.12 (-6.85%)
VolumeN/A
Net Assets84.18M
NAESX vs NSMAX Comparison Chart
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NAESX vs. NSMAX commentary
Apr 04, 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 Hold and NSMAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NSMAX (84.2M). NAESX pays higher dividends than NSMAX: NAESX (1.39) vs NSMAX (1.13). NAESX was incepted earlier than NSMAX: NAESX (65 years) vs NSMAX (18 years). NSMAX (1.42) is less costly to investors than NAESX (0.17). NSMAX is a more actively managed with annual turnover of: 81.00 vs. NAESX (12.00). NSMAX has a lower initial minimum investment than NAESX: NSMAX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.18 vs. NSMAX (-1.73). NAESX return over 5 years is better than : 115.68 vs. NSMAX (102.83).
| NAESX | NSMAX | NAESX / NSMAX | |
| Total Expense Ratio | 0.17 | 1.31 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.42 | 12% |
| Fund Existence | 65 years | 18 years | - |
| Gain YTD | -5.833 | -3.038 | 192% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 84.2M | 181,710% |
| Annual Yield % from dividends | 1.39 | 1.13 | 123% |
| Returns for 1 year | 1.18 | -1.73 | -68% |
| Returns for 3 years | 6.44 | 8.63 | 75% |
| Returns for 5 years | 115.68 | 102.83 | 112% |
| Returns for 10 years | 90.61 | 7.13 | 1,270% |
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