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NAESX vs NSMCX
NAESX vs NSMCX Comparison
Open Charts NAESX vs NSMCX
Vanguard Small Cap Index I
Price$113.34
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Nuveen Small/Mid-Cap Value C
Price$28.72
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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NAESX vs NSMCX Comparison Chart
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NAESX vs. NSMCX commentary
Oct 08, 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: 152B vs. NSMCX (110M). 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). NAESX (3000) and NSMCX (3000) have matching initial minimum investment requirements. NSMCX annual gain was more profitable for investors over the last year : 34.08 vs. NAESX (29.12). NAESX return over 5 years is better than : 57.97 vs. NSMCX (42.64).
| 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 | 11.168 | 20.017 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 3000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152B | 110M | 138,182% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 29.12 | 34.08 | 85% |
| Returns for 3 years | 8.09 | 5.91 | 137% |
| Returns for 5 years | 57.97 | 42.64 | 136% |
| Returns for 10 years | 129.74 | 13.32 | 974% |
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