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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$124.00
Change+$0.80 (+0.65%)
VolumeN/A
Net Assets162.36B
Nuveen Small/Mid-Cap Value I
Price$36.61
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets100.46M
NAESX vs NSMRX Comparison Chart in %
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NAESX vs. NSMRX commentary
Oct 27, 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 StrongBuy and NSMRX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NSMRX (100M). NAESX (1.23) and NSMRX (1.22) have matching dividends . NAESX was incepted earlier than NSMRX: NAESX (65 years) vs NSMRX (19 years). NSMRX (1.17) is less costly to investors than NAESX (0.17). NSMRX is a more actively managed with annual turnover of: 64.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than NSMRX: NAESX (3000) vs NSMRX (100000). NAESX annual gain was more profitable for investors over the last year : 9.34 vs. NSMRX (1.97). NSMRX return over 5 years is better than : 65.25 vs. NAESX (57.75).
| NAESX | NSMRX | NAESX / NSMRX | |
| Total Expense Ratio | 0.17 | 1.06 | 16% |
| Annual Report Gross Expense Ratio | 0.17 | 1.17 | 15% |
| Fund Existence | 65 years | 19 years | - |
| Gain YTD | 7.919 | 10.705 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 100M | 162,000% |
| Annual Yield % from dividends | 1.23 | 1.22 | 100% |
| Returns for 1 year | 9.34 | 1.97 | 474% |
| Returns for 3 years | 42.31 | 38.98 | 109% |
| Returns for 5 years | 57.75 | 65.25 | 88% |
| Returns for 10 years | 138.41 | 39.29 | 352% |
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