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NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Shelton S&P Smallcap Index Investor
Price$22.30
Change+$0.12 (+0.54%)
VolumeN/A
Net Assets53.97M
NAESX vs SMCIX Comparison Chart
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NAESX vs. SMCIX 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 SMCIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SMCIX (54M). NAESX pays higher dividends than SMCIX: NAESX (1.31) vs SMCIX (0.90). NAESX was incepted earlier than SMCIX: NAESX (64 years) vs SMCIX (28 years). NAESX (12.00) and SMCIX (12.00) have comparable annual turnover. 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 : 21.23 vs. SMCIX (6.72). NAESX return over 5 years is better than : 48.81 vs. SMCIX (7.06).
| NAESX | SMCIX | NAESX / SMCIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 28 years | - |
| Gain YTD | 3.370 | 2.388 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 54M | 287,037% |
| Annual Yield % from dividends | 1.31 | 0.90 | 145% |
| Returns for 1 year | 21.23 | 6.72 | 316% |
| Returns for 3 years | 17.16 | -9.00 | -191% |
| Returns for 5 years | 48.81 | 7.06 | 691% |
| Returns for 10 years | 126.44 | 17.71 | 714% |
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