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NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
Nuveen Small/Mid-Cap Value C
Price$25.86
Change+$0.14 (+0.54%)
VolumeN/A
Net Assets94.51M
NAESX vs NSMCX Comparison Chart in %
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NAESX vs. NSMCX commentary
Jul 27, 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: 153B vs. NSMCX (94.5M). NAESX pays higher dividends than NSMCX: NAESX (1.28) vs NSMCX (0.38). 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: 81.00 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 : 8.46 vs. NSMCX (-4.34). NAESX return over 5 years is better than : 66.66 vs. NSMCX (46.80).
| 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 | 2.781 | 1.540 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 94.5M | 161,905% |
| Annual Yield % from dividends | 1.28 | 0.38 | 335% |
| Returns for 1 year | 8.46 | -4.34 | -195% |
| Returns for 3 years | 34.15 | 22.18 | 154% |
| Returns for 5 years | 66.66 | 46.80 | 142% |
| Returns for 10 years | 114.71 | 0.06 | 188,691% |