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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Nuveen Small/Mid-Cap Value I
Price$37.87
Change-$0.35 (-0.92%)
VolumeN/A
CapitalizationN/A
NAESX vs NSMRX Comparison Chart
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NAESX vs. NSMRX commentary
Nov 17, 2024
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 StrongBuy and NSMRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. NSMRX (114M). 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). NSMRX annual gain was more profitable for investors over the last year : 33.33 vs. NAESX (30.24). NAESX return over 5 years is better than : 55.43 vs. NSMRX (52.08).
| 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 | 15.758 | 24.409 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 114M | 132,456% |
| Annual Yield % from dividends | 1.31 | 0.44 | 297% |
| Returns for 1 year | 30.24 | 33.33 | 91% |
| Returns for 3 years | 4.66 | 9.85 | 47% |
| Returns for 5 years | 55.43 | 52.08 | 106% |
| Returns for 10 years | 122.58 | 36.28 | 338% |
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