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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$120.95
Change+$3.55 (+3.02%)
VolumeN/A
Net Assets154.18B
Nuveen Small/Mid-Cap Value I
Price$35.09
Change+$1.09 (+3.21%)
VolumeN/A
Net Assets94.99M
NAESX vs NSMRX Comparison Chart in %
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NAESX vs. NSMRX commentary
Aug 25, 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 NSMRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. NSMRX (95M). NSMRX (1.31) and NAESX (1.25) 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: 81.00 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 : 11.17 vs. NSMRX (1.18). NSMRX return over 5 years is better than : 67.51 vs. NAESX (63.93).
| 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 | 5.199 | 6.108 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 95M | 162,105% |
| Annual Yield % from dividends | 1.25 | 1.31 | 96% |
| Returns for 1 year | 11.17 | 1.18 | 947% |
| Returns for 3 years | 29.87 | 27.83 | 107% |
| Returns for 5 years | 63.93 | 67.51 | 95% |
| Returns for 10 years | 141.50 | 43.86 | 323% |
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