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NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Nuveen Small/Mid-Cap Value C
Price$24.65
Change+$0.34 (+1.40%)
VolumeN/A
Net Assets87.69M
NAESX vs NSMCX Comparison Chart
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NAESX vs. NSMCX commentary
Jun 07, 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 StrongBuy and NSMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. NSMCX (87.7M). NAESX pays higher dividends than NSMCX: NAESX (1.35) vs NSMCX (0.39). 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 (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 : 5.13 vs. NSMCX (-6.28). NAESX return over 5 years is better than : 52.20 vs. NSMCX (30.83).
| 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 | -4.086 | -4.027 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 87.7M | 168,757% |
| Annual Yield % from dividends | 1.35 | 0.39 | 344% |
| Returns for 1 year | 5.13 | -6.28 | -82% |
| Returns for 3 years | 16.63 | 5.41 | 307% |
| Returns for 5 years | 52.20 | 30.83 | 169% |
| Returns for 10 years | 96.08 | -9.91 | -970% |
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