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NAESX vs NSMVX
NAESX vs NSMVX Comparison
Open Charts NAESX vs NSMVX
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
North Star Micro Cap I
Price$43.33
Change-$0.31 (-0.71%)
VolumeN/A
CapitalizationN/A
NAESX vs NSMVX Comparison Chart
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NAESX vs. NSMVX commentary
Dec 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 Hold and NSMVX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. NSMVX (126M). NAESX pays higher dividends than NSMVX: NAESX (1.31) vs NSMVX (0.67). NAESX was incepted earlier than NSMVX: NAESX (64 years) vs NSMVX (12 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 (19.54) and NSMVX (19.44) have marching annual gain over last year. NSMVX return over 5 years is better than : 65.82 vs. NAESX (53.79).
| NAESX | NSMVX | NAESX / NSMVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 12 years | - |
| Gain YTD | 17.994 | 16.970 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 126M | 132,540% |
| Annual Yield % from dividends | 1.31 | 0.67 | 196% |
| Returns for 1 year | 19.54 | 19.44 | 101% |
| Returns for 3 years | 15.71 | 10.61 | 148% |
| Returns for 5 years | 53.79 | 65.82 | 82% |
| Returns for 10 years | 124.30 | 63.05 | 197% |
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