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NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$123.52
Change+$0.57 (+0.46%)
VolumeN/A
Net Assets161.26B
Nuveen Small/Mid-Cap Value C
Price$27.60
Change+$0.07 (+0.25%)
VolumeN/A
Net Assets99.14M
NAESX vs NSMCX Comparison Chart in %
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NAESX vs. NSMCX commentary
Oct 06, 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: 161B vs. NSMCX (99.1M). NAESX pays higher dividends than NSMCX: NAESX (1.23) 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: 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 : 10.62 vs. NSMCX (-2.27). NAESX return over 5 years is better than : 66.97 vs. NSMCX (54.39).
| 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 | 7.501 | 8.962 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 99.1M | 162,462% |
| Annual Yield % from dividends | 1.23 | 0.35 | 346% |
| Returns for 1 year | 10.62 | -2.27 | -469% |
| Returns for 3 years | 42.45 | 30.43 | 139% |
| Returns for 5 years | 66.97 | 54.39 | 123% |
| Returns for 10 years | 139.53 | 13.37 | 1,044% |
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