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NAESX vs SMCIX
NAESX vs SMCIX Comparison
Open Charts NAESX vs SMCIX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Shelton S&P Smallcap Index Investor
Price$23.89
Change-$0.26 (-1.08%)
VolumeN/A
CapitalizationN/A
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NAESX vs SMCIX Comparison Chart
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NAESX vs. SMCIX commentary
Sep 21, 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 StrongBuy and SMCIX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SMCIX (55.7M). 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 : 25.47 vs. SMCIX (20.92). NAESX return over 5 years is better than : 53.25 vs. SMCIX (15.93).
| 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 | 10.861 | 8.339 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 55.7M | 267,504% |
| Annual Yield % from dividends | 1.31 | 0.90 | 145% |
| Returns for 1 year | 25.47 | 20.92 | 122% |
| Returns for 3 years | 8.84 | -7.01 | -126% |
| Returns for 5 years | 53.25 | 15.93 | 334% |
| Returns for 10 years | 120.79 | 23.06 | 524% |
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