Interact to see
Advertisement
Advertisement
NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$122.38
Change-$1.27 (-1.03%)
VolumeN/A
Net Assets161.26B
Nuveen Small/Mid-Cap Value C
Price$27.14
Change-$0.33 (-1.20%)
VolumeN/A
Net Assets97.74M
NAESX vs NSMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. NSMCX commentary
Sep 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. NSMCX (97.7M). 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 : 13.21 vs. NSMCX (-0.42). NAESX return over 5 years is better than : 70.59 vs. NSMCX (51.48).
| 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 | 6.442 | 7.146 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 97.7M | 164,790% |
| Annual Yield % from dividends | 1.20 | 0.36 | 334% |
| Returns for 1 year | 13.21 | -0.42 | -3,149% |
| Returns for 3 years | 35.98 | 25.08 | 143% |
| Returns for 5 years | 70.59 | 51.48 | 137% |
| Returns for 10 years | 131.44 | 10.94 | 1,202% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement