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NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Nuveen Small/Mid-Cap Value A
Price$33.17
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets114.9M
NAESX vs NSMAX Comparison Chart
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NAESX vs. NSMAX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. NSMAX (115M). NAESX pays higher dividends than NSMAX: NAESX (1.31) vs NSMAX (0.23). NAESX was incepted earlier than NSMAX: NAESX (64 years) vs NSMAX (18 years). NSMAX is a more actively managed with annual turnover of: 39.00 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 : 21.23 vs. NSMAX (15.78). NAESX return over 5 years is better than : 48.81 vs. NSMAX (32.88).
| NAESX | NSMAX | NAESX / NSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 18 years | - |
| Gain YTD | 3.370 | 3.883 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 115M | 134,783% |
| Annual Yield % from dividends | 1.31 | 0.23 | 567% |
| Returns for 1 year | 21.23 | 15.78 | 135% |
| Returns for 3 years | 17.16 | 16.63 | 103% |
| Returns for 5 years | 48.81 | 32.88 | 148% |
| Returns for 10 years | 126.44 | 23.50 | 538% |
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