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NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$113.60
Change-$0.14 (-0.12%)
VolumeN/A
Net Assets147.56B
Nuveen Small/Mid-Cap Value C
Price$25.17
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets91.37M
NAESX vs NSMCX Comparison Chart in %
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NAESX vs. NSMCX commentary
Jul 01, 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: 148B vs. NSMCX (91.4M). NAESX pays higher dividends than NSMCX: NAESX (1.35) vs NSMCX (0.39). 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 : 9.00 vs. NSMCX (-3.00). NAESX return over 5 years is better than : 65.69 vs. NSMCX (49.22).
| 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 | -1.139 | -0.474 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 2500 | 120% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 91.4M | 161,926% |
| Annual Yield % from dividends | 1.35 | 0.39 | 344% |
| Returns for 1 year | 9.00 | -3.00 | -300% |
| Returns for 3 years | 34.33 | 23.08 | 149% |
| Returns for 5 years | 65.69 | 49.22 | 133% |
| Returns for 10 years | 102.94 | -5.67 | -1,814% |
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