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NAESX vs NSMVX
NAESX vs NSMVX Comparison
Open Charts NAESX vs NSMVX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
North Star Micro Cap I
Price$42.88
Change-$0.39 (-0.90%)
VolumeN/A
CapitalizationN/A
NAESX vs NSMVX Comparison Chart
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NAESX vs. NSMVX commentary
Nov 18, 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 NSMVX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. NSMVX (122M). NAESX pays higher dividends than NSMVX: NAESX (1.31) vs NSMVX (0.67). NAESX was incepted earlier than NSMVX: NAESX (64 years) vs NSMVX (11 years). NSMVX is a more actively managed with annual turnover of: 18.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than NSMVX: NAESX (3000) vs NSMVX (5000). NAESX annual gain was more profitable for investors over the last year : 30.24 vs. NSMVX (26.38). NSMVX return over 5 years is better than : 63.11 vs. NAESX (55.43).
| NAESX | NSMVX | NAESX / NSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 11 years | - |
| Gain YTD | 15.758 | 14.960 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 122M | 123,770% |
| Annual Yield % from dividends | 1.31 | 0.67 | 196% |
| Returns for 1 year | 30.24 | 26.38 | 115% |
| Returns for 3 years | 4.66 | -4.70 | -99% |
| Returns for 5 years | 55.43 | 63.11 | 88% |
| Returns for 10 years | 122.58 | 49.55 | 247% |
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