Interact to see
Advertisement
Advertisement
NAESX vs NSMAX
NAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAX
Vanguard Small Cap Index I
Price$123.61
Change+$1.12 (+0.91%)
VolumeN/A
Net Assets162.36B
Nuveen Small/Mid-Cap Value A
Price$34.82
Change+$0.41 (+1.19%)
VolumeN/A
Net Assets97.69M
NAESX vs NSMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NSMAX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NSMAX (97.7M). NAESX pays higher dividends than NSMAX: NAESX (1.23) vs NSMAX (1.01). 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 : 9.13 vs. NSMAX (-1.34). NSMAX return over 5 years is better than : 60.52 vs. NAESX (56.51).
| 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 | 6.604 | 7.767 | 85% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 97.7M | 165,814% |
| Annual Yield % from dividends | 1.23 | 1.01 | 122% |
| Returns for 1 year | 9.13 | -1.34 | -683% |
| Returns for 3 years | 47.05 | 41.21 | 114% |
| Returns for 5 years | 56.51 | 60.52 | 93% |
| Returns for 10 years | 131.38 | 30.25 | 434% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement