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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$116.67
Change+$0.83 (+0.72%)
VolumeN/A
Net Assets153.28B
Nuveen Small/Mid-Cap Value I
Price$33.81
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets93.28M
NAESX vs NSMRX Comparison Chart in %
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NAESX vs. NSMRX commentary
Jul 10, 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: 153B vs. NSMRX (93.3M). NSMRX (1.32) and NAESX (1.28) 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 : 11.17 vs. NSMRX (2.75). NSMRX return over 5 years is better than : 76.20 vs. NAESX (69.58).
| 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 | 19 years | - |
| Gain YTD | 0.293 | 1.814 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 93.3M | 163,987% |
| Annual Yield % from dividends | 1.28 | 1.32 | 97% |
| Returns for 1 year | 11.17 | 2.75 | 406% |
| Returns for 3 years | 33.97 | 33.70 | 101% |
| Returns for 5 years | 69.58 | 76.20 | 91% |
| Returns for 10 years | 105.98 | 21.16 | 501% |
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