Ad is loading...
NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Shelton S&P Smallcap Index Investor
Price$21.34
Change-$0.58 (-2.65%)
VolumeN/A
Net Assets51.51M
NAESX vs SMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SMCIX commentary
Feb 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 SMCIX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SMCIX (51.5M). 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 : 11.22 vs. SMCIX (-0.65). NAESX return over 5 years is better than : 44.30 vs. SMCIX (5.55).
| 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 | -0.321 | -2.020 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 51.5M | 312,621% |
| Annual Yield % from dividends | 1.31 | 0.90 | 145% |
| Returns for 1 year | 11.22 | -0.65 | -1,730% |
| Returns for 3 years | 18.76 | -7.93 | -237% |
| Returns for 5 years | 44.30 | 5.55 | 798% |
| Returns for 10 years | 105.17 | 6.55 | 1,607% |
View a ticker or compare two or three
VS
VS
Ad is loading...