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NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Shelton S&P Smallcap Index Investor
Price$21.95
Change-$0.91 (-3.98%)
VolumeN/A
CapitalizationN/A
NAESX vs SMCIX Comparison Chart
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NAESX vs. SMCIX commentary
Dec 19, 2024
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: 167B vs. SMCIX (55.4M). 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 : 19.54 vs. SMCIX (6.31). NAESX return over 5 years is better than : 53.79 vs. SMCIX (11.31).
| 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 | 17.994 | 3.933 | 458% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 55.4M | 301,444% |
| Annual Yield % from dividends | 1.31 | 0.90 | 145% |
| Returns for 1 year | 19.54 | 6.31 | 310% |
| Returns for 3 years | 15.71 | -6.58 | -239% |
| Returns for 5 years | 53.79 | 11.31 | 476% |
| Returns for 10 years | 124.30 | 18.42 | 675% |
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