NAESX
Price
$123.73
Change
+$0.21 (+0.17%)
Updated
Oct 6 closing price
Net Assets
162.36B
NSMRX
Price
$36.25
Change
-$0.05 (-0.14%)
Updated
Oct 6 closing price
Net Assets
99.14M
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NAESX vs NSMRX

Header iconNAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRXBanner chart's image
Vanguard Small Cap Index I
Price$123.73
Change+$0.21 (+0.17%)
VolumeN/A
Net Assets162.36B
Nuveen Small/Mid-Cap Value I
Price$36.25
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets99.14M
NAESX vs NSMRX Comparison Chart in %
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NAESX vs. NSMRX commentary
Oct 07, 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.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NSMRX (99.1M). 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: 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 : 9.31 vs. NSMRX (0.01). NSMRX return over 5 years is better than : 69.05 vs. NAESX (60.60).
NAESXNSMRXNAESX / NSMRX
Total Expense Ratio0.171.0616%
Annual Report Gross Expense Ratio0.171.1715%
Fund Existence65 years19 years-
Gain YTD7.5019.76777%
Front LoadN/AN/A-
Min. Initial Investment30001000003%
Min. Initial Investment IRAN/AN/A-
Net Assets162B99.1M163,471%
Annual Yield % from dividends1.231.22100%
Returns for 1 year9.310.01127,059%
Returns for 3 years48.2945.33107%
Returns for 5 years60.6069.0588%
Returns for 10 years133.3337.81353%
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