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NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
Nuveen Small/Mid-Cap Value A
Price$34.20
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets96.85M
NAESX vs NSMAX Comparison Chart in %
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NAESX vs. NSMAX commentary
Nov 20, 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: 162B vs. NSMAX (96.8M). NAESX pays higher dividends than NSMAX: NAESX (1.22) vs NSMAX (0.99). 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: 64.00 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 : -0.55 vs. NSMAX (-5.68). NSMAX return over 5 years is better than : 45.06 vs. NAESX (39.03).
| 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 | 2.218 | 7.047 | 31% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 96.8M | 167,355% |
| Annual Yield % from dividends | 1.22 | 0.99 | 123% |
| Returns for 1 year | -0.55 | -5.68 | 10% |
| Returns for 3 years | 29.75 | 25.54 | 117% |
| Returns for 5 years | 39.03 | 45.06 | 87% |
| Returns for 10 years | 121.66 | 24.77 | 491% |
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