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NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
Nuveen Small/Mid-Cap Value A
Price$29.02
Change+$0.55 (+1.93%)
VolumeN/A
Net Assets77.56M
NAESX vs NSMAX Comparison Chart
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NAESX vs. NSMAX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. NSMAX (77.6M). 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 : -2.36 vs. NSMAX (-7.43). NAESX return over 5 years is better than : 71.57 vs. NSMAX (64.74).
| 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 | -12.247 | -10.836 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 77.6M | 184,278% |
| Annual Yield % from dividends | 1.39 | 1.13 | 123% |
| Returns for 1 year | -2.36 | -7.43 | 32% |
| Returns for 3 years | 4.67 | 3.51 | 133% |
| Returns for 5 years | 71.57 | 64.74 | 111% |
| Returns for 10 years | 78.60 | 0.07 | 107,823% |