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NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Nuveen Small/Mid-Cap Value C
Price$29.51
Change-$0.28 (-0.94%)
VolumeN/A
CapitalizationN/A
NAESX vs NSMCX Comparison Chart
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NAESX vs. NSMCX commentary
Nov 18, 2024
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: 151B vs. NSMCX (114M). NAESX pays higher dividends than NSMCX: NAESX (1.31) vs NSMCX (0.00). NAESX was incepted earlier than NSMCX: NAESX (64 years) vs NSMCX (18 years). NSMCX is a more actively managed with annual turnover of: 39.00 vs. NAESX (12.00). NSMCX has a lower initial minimum investment than NAESX: NSMCX (2500) vs NAESX (3000). NSMCX annual gain was more profitable for investors over the last year : 31.98 vs. NAESX (30.24). NAESX return over 5 years is better than : 55.43 vs. NSMCX (38.28).
| NAESX | NSMCX | NAESX / NSMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 18 years | - |
| Gain YTD | 15.758 | 23.318 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 114M | 132,456% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 30.24 | 31.98 | 95% |
| Returns for 3 years | 4.66 | 1.89 | 246% |
| Returns for 5 years | 55.43 | 38.28 | 145% |
| Returns for 10 years | 122.58 | 11.56 | 1,060% |
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