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NAESX vs NSMRX
NAESX vs NSMRX Comparison
Open Charts NAESX vs NSMRX
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
Nuveen Small/Mid-Cap Value I
Price$35.50
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets96.85M
NAESX vs NSMRX Comparison Chart in %
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NAESX vs. NSMRX commentary
Nov 20, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. NSMRX (96.8M). NAESX (1.22) and NSMRX (1.21) 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: 64.00 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 : -0.55 vs. NSMRX (-5.16). NSMRX return over 5 years is better than : 48.08 vs. NAESX (39.03).
| 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 | 2.218 | 7.257 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 100000 | 3% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 96.8M | 167,355% |
| Annual Yield % from dividends | 1.22 | 1.21 | 101% |
| Returns for 1 year | -0.55 | -5.16 | 11% |
| Returns for 3 years | 29.75 | 27.04 | 110% |
| Returns for 5 years | 39.03 | 48.08 | 81% |
| Returns for 10 years | 121.66 | 29.85 | 408% |
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