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NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$121.28
Change+$2.45 (+2.06%)
VolumeN/A
Net Assets162.36B
Nuveen Small/Mid-Cap Value C
Price$26.88
Change+$0.66 (+2.52%)
VolumeN/A
Net Assets97.05M
NAESX vs NSMCX Comparison Chart in %
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NAESX vs. NSMCX commentary
Oct 15, 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 NSMCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NSMCX (97.1M). NAESX pays higher dividends than NSMCX: NAESX (1.23) vs NSMCX (0.35). NAESX was incepted earlier than NSMCX: NAESX (65 years) vs NSMCX (19 years). NSMCX (2.17) is less costly to investors than NAESX (0.17). NSMCX is a more actively managed with annual turnover of: 64.00 vs. NAESX (13.00). NSMCX has a lower initial minimum investment than NAESX: NSMCX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 4.09 vs. NSMCX (-8.38). NAESX return over 5 years is better than : 52.70 vs. NSMCX (41.64).
| NAESX | NSMCX | NAESX / NSMCX | |
| Total Expense Ratio | 0.17 | 2.06 | 8% |
| Annual Report Gross Expense Ratio | 0.17 | 2.17 | 8% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | 3.419 | 3.514 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 97.1M | 166,838% |
| Annual Yield % from dividends | 1.23 | 0.35 | 346% |
| Returns for 1 year | 4.09 | -8.38 | -49% |
| Returns for 3 years | 45.14 | 29.84 | 151% |
| Returns for 5 years | 52.70 | 41.64 | 127% |
| Returns for 10 years | 125.74 | 4.38 | 2,869% |
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