Interact to see
Advertisement
Advertisement
NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
Nuveen Small/Mid-Cap Value C
Price$26.96
Change+$0.02 (+0.07%)
VolumeN/A
Net Assets96.85M
NAESX vs NSMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NSMCX commentary
Nov 20, 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: 162B vs. NSMCX (96.8M). NAESX pays higher dividends than NSMCX: NAESX (1.22) 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 : -0.55 vs. NSMCX (-8.51). NAESX return over 5 years is better than : 39.03 vs. NSMCX (31.31).
| 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 | 2.218 | 6.356 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 96.8M | 167,355% |
| Annual Yield % from dividends | 1.22 | 0.35 | 350% |
| Returns for 1 year | -0.55 | -8.51 | 6% |
| Returns for 3 years | 29.75 | 18.56 | 160% |
| Returns for 5 years | 39.03 | 31.31 | 125% |
| Returns for 10 years | 121.66 | 3.61 | 3,372% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement