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NAESX vs QSMLX
NAESX vs QSMLX Comparison
Open Charts NAESX vs QSMLX
Vanguard Small Cap Index I
Price$120.41
Change-$0.59 (-0.49%)
VolumeN/A
Net Assets155.27B
AQR Small Cap Multi-Style I
Price$17.62
Change-$0.09 (-0.51%)
VolumeN/A
Net Assets115.75M
NAESX vs QSMLX Comparison Chart
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NAESX vs. QSMLX commentary
Jan 23, 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 QSMLX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. QSMLX (116M). NAESX pays higher dividends than QSMLX: NAESX (1.31) vs QSMLX (0.89). NAESX was incepted earlier than QSMLX: NAESX (64 years) vs QSMLX (12 years). QSMLX is a more actively managed with annual turnover of: 63.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than QSMLX: NAESX (3000) vs QSMLX (5000000). NAESX annual gain was more profitable for investors over the last year : 20.12 vs. QSMLX (5.17). NAESX return over 5 years is better than : 53.16 vs. QSMLX (39.84).
| NAESX | QSMLX | NAESX / QSMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 12 years | - |
| Gain YTD | 4.568 | 3.464 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 116M | 133,621% |
| Annual Yield % from dividends | 1.31 | 0.89 | 147% |
| Returns for 1 year | 20.12 | 5.17 | 389% |
| Returns for 3 years | 24.44 | 10.70 | 229% |
| Returns for 5 years | 53.16 | 39.84 | 133% |
| Returns for 10 years | 124.93 | 48.83 | 256% |
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