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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Nuveen Small/Mid-Cap Value I
Price$33.34
Change-$0.50 (-1.48%)
VolumeN/A
Net Assets89.74M
NAESX vs NSMRX Comparison Chart
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NAESX vs. NSMRX commentary
Feb 22, 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 Hold and NSMRX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. NSMRX (89.7M). NAESX pays higher dividends than NSMRX: NAESX (1.31) vs NSMRX (0.44). NAESX was incepted earlier than NSMRX: NAESX (64 years) vs NSMRX (18 years). NSMRX is a more actively managed with annual turnover of: 39.00 vs. NAESX (12.00). 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 : 16.60 vs. NSMRX (12.86). NAESX return over 5 years is better than : 49.59 vs. NSMRX (38.74).
| NAESX | NSMRX | NAESX / NSMRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 18 years | - |
| Gain YTD | 3.335 | 2.782 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 89.7M | 179,487% |
| Annual Yield % from dividends | 1.31 | 0.44 | 297% |
| Returns for 1 year | 16.60 | 12.86 | 129% |
| Returns for 3 years | 21.37 | 20.80 | 103% |
| Returns for 5 years | 49.59 | 38.74 | 128% |
| Returns for 10 years | 112.92 | 20.84 | 542% |
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