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NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
Nuveen Small/Mid-Cap Value C
Price$22.97
Change+$0.43 (+1.91%)
VolumeN/A
Net Assets77.56M
NAESX vs NSMCX Comparison Chart
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NAESX vs. NSMCX commentary
Apr 25, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. NSMCX (77.6M). NAESX pays higher dividends than NSMCX: NAESX (1.39) vs NSMCX (0.40). NAESX was incepted earlier than NSMCX: NAESX (65 years) vs NSMCX (18 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 (12.00). 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 : -2.36 vs. NSMCX (-10.18). NAESX return over 5 years is better than : 71.57 vs. NSMCX (49.18).
| 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 | 18 years | - |
| Gain YTD | -12.247 | -11.015 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 77.6M | 184,278% |
| Annual Yield % from dividends | 1.39 | 0.40 | 351% |
| Returns for 1 year | -2.36 | -10.18 | 23% |
| Returns for 3 years | 4.67 | -2.22 | -210% |
| Returns for 5 years | 71.57 | 49.18 | 146% |
| Returns for 10 years | 78.60 | -16.90 | -465% |
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