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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$106.28
Change+$2.32 (+2.23%)
VolumeN/A
Net Assets143.36B
Nuveen Small/Mid-Cap Value I
Price$31.08
Change+$0.69 (+2.27%)
VolumeN/A
Net Assets85.75M
NAESX vs NSMRX Comparison Chart
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NAESX vs. NSMRX commentary
May 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. NSMRX (85.7M). NSMRX (1.43) and NAESX (1.43) have matching dividends . NAESX was incepted earlier than NSMRX: NAESX (65 years) vs NSMRX (18 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 : 2.68 vs. NSMRX (-1.32). NAESX return over 5 years is better than : 76.39 vs. NSMRX (72.21).
| 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 | 18 years | - |
| Gain YTD | -7.623 | -6.018 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 85.7M | 166,861% |
| Annual Yield % from dividends | 1.43 | 1.43 | 100% |
| Returns for 1 year | 2.68 | -1.32 | -203% |
| Returns for 3 years | 12.99 | 12.42 | 105% |
| Returns for 5 years | 76.39 | 72.21 | 106% |
| Returns for 10 years | 92.14 | 11.03 | 835% |
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