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NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Nuveen Small/Mid-Cap Value C
Price$26.01
Change-$0.20 (-0.76%)
VolumeN/A
Net Assets94.02M
NAESX vs NSMCX Comparison Chart in %
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NAESX vs. NSMCX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. NSMCX (94M). NAESX pays higher dividends than NSMCX: NAESX (1.25) 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 : 9.15 vs. NSMCX (-3.87). NAESX return over 5 years is better than : 57.53 vs. NSMCX (41.43).
| 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 | 2.494 | 3.474 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 94M | 163,830% |
| Annual Yield % from dividends | 1.25 | 0.38 | 332% |
| Returns for 1 year | 9.15 | -3.87 | -237% |
| Returns for 3 years | 20.39 | 13.11 | 156% |
| Returns for 5 years | 57.53 | 41.43 | 139% |
| Returns for 10 years | 112.59 | 2.60 | 4,329% |
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