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NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$106.66
Change-$2.78 (-2.54%)
VolumeN/A
Net Assets153.45B
Nuveen Small/Mid-Cap Value C
Price$23.89
Change-$0.56 (-2.29%)
VolumeN/A
Net Assets85.93M
NAESX vs NSMCX Comparison Chart
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NAESX vs. NSMCX commentary
Mar 11, 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 Hold and NSMCX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. NSMCX (85.9M). NAESX pays higher dividends than NSMCX: NAESX (1.20) vs NSMCX (0.38). NAESX was incepted earlier than NSMCX: NAESX (64 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 : 2.54 vs. NSMCX (-2.99). NAESX return over 5 years is better than : 59.49 vs. NSMCX (33.87).
| NAESX | NSMCX | NAESX / NSMCX | |
| Total Expense Ratio | 0.17 | 2.06 | 8% |
| Annual Report Gross Expense Ratio | 0.17 | 2.17 | 8% |
| Fund Existence | 64 years | 18 years | - |
| Gain YTD | -4.959 | -3.474 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 85.9M | 178,114% |
| Annual Yield % from dividends | 1.20 | 0.38 | 317% |
| Returns for 1 year | 2.54 | -2.99 | -85% |
| Returns for 3 years | 15.65 | 7.41 | 211% |
| Returns for 5 years | 59.49 | 33.87 | 176% |
| Returns for 10 years | 100.54 | -8.21 | -1,225% |
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