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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Nuveen Small/Mid-Cap Value I
Price$34.36
Change+$0.20 (+0.59%)
VolumeN/A
Net Assets114.9M
NAESX vs NSMRX Comparison Chart
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NAESX vs. NSMRX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. NSMRX (115M). 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 : 21.23 vs. NSMRX (16.42). NAESX return over 5 years is better than : 48.81 vs. NSMRX (35.72).
| 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 | 3.370 | 3.901 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 115M | 134,783% |
| Annual Yield % from dividends | 1.31 | 0.44 | 297% |
| Returns for 1 year | 21.23 | 16.42 | 129% |
| Returns for 3 years | 17.16 | 18.08 | 95% |
| Returns for 5 years | 48.81 | 35.72 | 137% |
| Returns for 10 years | 126.44 | 28.56 | 443% |