NAESX
Price
$141.48
Change
+$1.11 (+0.79%)
Updated
Jun 2 closing price
Net Assets
177.42B
NSMAX
Price
$39.93
Change
+$0.44 (+1.11%)
Updated
Jun 2 closing price
Net Assets
127.75M
Interact to see
Advertisement

NAESX vs NSMAX

Header iconNAESX vs NSMAX Comparison
Open Charts NAESX vs NSMAXBanner chart's image
NAESX vs NSMAX Comparison Chart in %
View a ticker or compare two or three
VS
NAESX vs. NSMAX commentary
Jun 04, 2026

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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 177B vs. NSMAX (128M). NAESX pays higher dividends than NSMAX: NAESX (1.08) vs NSMAX (0.39). NAESX was incepted earlier than NSMAX: NAESX (66 years) vs NSMAX (19 years). NSMAX (1.35) is less costly to investors than NAESX (0.17). NSMAX is a more actively managed with annual turnover of: 64.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than NSMAX: NAESX (0) vs NSMAX (2500). NSMAX (29.63) and NAESX (28.95) have marching annual gain over last year. NAESX return over 5 years is better than : 33.38 vs. NSMAX (24.23).
NAESXNSMAXNAESX / NSMAX
Total Expense Ratio0.171.1615%
Annual Report Gross Expense Ratio0.171.3513%
Fund Existence66 years19 years-
Gain YTD13.68018.09276%
Front LoadN/A6%-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets177B128M138,281%
Annual Yield % from dividends1.080.39281%
Returns for 1 year28.9529.6398%
Returns for 3 years54.8650.02110%
Returns for 5 years33.3824.23138%
Returns for 10 years160.5044.53360%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
RSEFX16.760.06
+0.36%
Royce Small-Cap Special Equity Svc
PAEAX23.68N/A
N/A
Putnam Dynamic Asset Allocation Gr A
WWSIX31.86N/A
N/A
Keeley Small Cap Fund Institutional
VIEIX179.78N/A
N/A
Vanguard Extended Market Index Instl
SMVZX14.45N/A
N/A
Virtus Ceredex Mid-Cap Value Equity R6