Interact to see
Advertisement
Advertisement
NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$121.00
Change-$0.46 (-0.38%)
VolumeN/A
Net Assets154.18B
Nuveen Small/Mid-Cap Value A
Price$34.05
Change-$0.12 (-0.35%)
VolumeN/A
Net Assets94.51M
NAESX vs NSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NSMAX commentary
Sep 01, 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 NSMAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. NSMAX (94.5M). NAESX pays higher dividends than NSMAX: NAESX (1.20) vs NSMAX (1.02). NAESX was incepted earlier than NSMAX: NAESX (65 years) vs NSMAX (19 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 (13.00). 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 : 9.26 vs. NSMAX (-0.51). NAESX (60.40) and NSMAX (60.31) have equivalent 5 years return.
| 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 | 19 years | - |
| Gain YTD | 5.242 | 6.640 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 94.5M | 162,963% |
| Annual Yield % from dividends | 1.20 | 1.02 | 117% |
| Returns for 1 year | 9.26 | -0.51 | -1,819% |
| Returns for 3 years | 33.79 | 30.74 | 110% |
| Returns for 5 years | 60.40 | 60.31 | 100% |
| Returns for 10 years | 136.50 | 36.24 | 377% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement