Ad is loading...
NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
Shelton S&P Smallcap Index Investor
Price$18.68
Change-$1.43 (-7.11%)
VolumeN/A
Net Assets48.6M
NAESX vs SMCIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SMCIX commentary
Apr 04, 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: 153B vs. SMCIX (48.6M). NAESX pays higher dividends than SMCIX: NAESX (1.39) vs SMCIX (1.06). 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 (12.00). 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 : 1.18 vs. SMCIX (-8.04). NAESX return over 5 years is better than : 115.68 vs. SMCIX (61.02).
| 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 | -5.833 | -7.459 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 48.6M | 314,815% |
| Annual Yield % from dividends | 1.39 | 1.06 | 132% |
| Returns for 1 year | 1.18 | -8.04 | -15% |
| Returns for 3 years | 6.44 | -16.30 | -40% |
| Returns for 5 years | 115.68 | 61.02 | 190% |
| Returns for 10 years | 90.61 | -1.30 | -6,958% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers