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NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Nuveen Small/Mid-Cap Value C
Price$27.08
Change+$0.39 (+1.46%)
VolumeN/A
Net Assets98.51M
NAESX vs NSMCX Comparison Chart in %
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NAESX vs. NSMCX commentary
Sep 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 Hold and NSMCX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. NSMCX (98.5M). NAESX pays higher dividends than NSMCX: NAESX (1.20) vs NSMCX (0.36). 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 : 12.82 vs. NSMCX (-0.42). NAESX return over 5 years is better than : 65.43 vs. NSMCX (48.19).
| 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 | 5.746 | 6.909 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 98.5M | 163,452% |
| Annual Yield % from dividends | 1.20 | 0.36 | 334% |
| Returns for 1 year | 12.82 | -0.42 | -3,041% |
| Returns for 3 years | 38.26 | 27.56 | 139% |
| Returns for 5 years | 65.43 | 48.19 | 136% |
| Returns for 10 years | 130.73 | 11.14 | 1,173% |
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