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NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
Shelton S&P Smallcap Index Investor
Price$22.46
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets51.98M
NAESX vs SMCIX Comparison Chart in %
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NAESX vs. SMCIX commentary
Sep 07, 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 SMCIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SMCIX (52M). NAESX pays higher dividends than SMCIX: NAESX (1.20) vs SMCIX (0.96). NAESX was incepted earlier than SMCIX: NAESX (65 years) vs SMCIX (29 years). SMCIX (0.88) is less costly to investors than NAESX (0.17). SMCIX is a more actively managed with annual turnover of: 26.00 vs. NAESX (13.00). SMCIX has a lower initial minimum investment than NAESX: SMCIX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. SMCIX (-1.29). NAESX return over 5 years is better than : 66.60 vs. SMCIX (24.74).
| NAESX | SMCIX | NAESX / SMCIX | |
| Total Expense Ratio | 0.17 | 0.88 | 19% |
| Annual Report Gross Expense Ratio | 0.17 | 0.88 | 19% |
| Fund Existence | 65 years | 29 years | - |
| Gain YTD | 6.494 | 3.596 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 52M | 309,615% |
| Annual Yield % from dividends | 1.20 | 0.96 | 125% |
| Returns for 1 year | 13.62 | -1.29 | -1,058% |
| Returns for 3 years | 39.23 | 7.99 | 491% |
| Returns for 5 years | 66.60 | 24.74 | 269% |
| Returns for 10 years | 132.36 | 17.31 | 765% |
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