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NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Nuveen Small/Mid-Cap Value A
Price$31.17
Change+$0.43 (+1.40%)
VolumeN/A
Net Assets87.69M
NAESX vs NSMAX Comparison Chart
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NAESX vs. NSMAX commentary
Jun 07, 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 NSMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NSMAX (87.7M). NAESX pays higher dividends than NSMAX: NAESX (1.35) vs NSMAX (1.12). 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 (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 : 5.13 vs. NSMAX (-3.40). NAESX return over 5 years is better than : 52.20 vs. NSMAX (44.59).
| 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 | -4.086 | -3.727 | 110% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 87.7M | 168,757% |
| Annual Yield % from dividends | 1.35 | 1.12 | 120% |
| Returns for 1 year | 5.13 | -3.40 | -151% |
| Returns for 3 years | 16.63 | 11.57 | 144% |
| Returns for 5 years | 52.20 | 44.59 | 117% |
| Returns for 10 years | 96.08 | 8.54 | 1,126% |