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NAESX vs NSMVX
NAESX vs NSMVX Comparison
Open Charts NAESX vs NSMVX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
North Star Micro Cap I
Price$41.95
Change+$0.11 (+0.26%)
VolumeN/A
Net Assets117.84M
NAESX vs NSMVX Comparison Chart
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NAESX vs. NSMVX commentary
Jan 19, 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 NSMVX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. NSMVX (118M). 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 annual gain was more profitable for investors over the last year : 21.23 vs. NSMVX (16.94). NSMVX return over 5 years is better than : 54.23 vs. NAESX (48.81).
| 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 | 3.370 | 0.335 | 1,006% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 118M | 131,356% |
| Annual Yield % from dividends | 1.31 | 0.67 | 196% |
| Returns for 1 year | 21.23 | 16.94 | 125% |
| Returns for 3 years | 17.16 | 7.63 | 225% |
| Returns for 5 years | 48.81 | 54.23 | 90% |
| Returns for 10 years | 126.44 | 58.38 | 217% |
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