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NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$113.60
Change-$0.14 (-0.12%)
VolumeN/A
Net Assets147.56B
Nuveen Small/Mid-Cap Value A
Price$31.84
Change-$0.05 (-0.16%)
VolumeN/A
Net Assets91.37M
NAESX vs NSMAX Comparison Chart in %
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NAESX vs. NSMAX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NSMAX (91.4M). NAESX pays higher dividends than NSMAX: NAESX (1.35) vs NSMAX (1.12). 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 : 9.00 vs. NSMAX (-0.04). NAESX (65.69) and NSMAX (64.81) 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 | -1.139 | -0.125 | 909% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 91.4M | 161,926% |
| Annual Yield % from dividends | 1.35 | 1.12 | 120% |
| Returns for 1 year | 9.00 | -0.04 | -24,589% |
| Returns for 3 years | 34.33 | 30.29 | 113% |
| Returns for 5 years | 65.69 | 64.81 | 101% |
| Returns for 10 years | 102.94 | 13.61 | 756% |
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