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NAESX vs SMEAX
NAESX vs SMEAX Comparison
Open Charts NAESX vs SMEAX
Vanguard Small Cap Index I
Price$103.96
Change+$0.38 (+0.37%)
VolumeN/A
Net Assets143.36B
Invesco Small Cap Equity A
Price$13.56
Change+$0.07 (+0.52%)
VolumeN/A
Net Assets903.34M
NAESX vs SMEAX Comparison Chart
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NAESX vs. SMEAX commentary
May 03, 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 Buy and SMEAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SMEAX (903M). NAESX pays higher dividends than SMEAX: NAESX (1.43) vs SMEAX (0.00). NAESX was incepted earlier than SMEAX: NAESX (65 years) vs SMEAX (25 years). SMEAX (1.26) is less costly to investors than NAESX (0.17). SMEAX is a more actively managed with annual turnover of: 50.00 vs. NAESX (13.00). SMEAX has a lower initial minimum investment than NAESX: SMEAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.37 vs. SMEAX (-1.10). NAESX return over 5 years is better than : 71.91 vs. SMEAX (37.65).
| NAESX | SMEAX | NAESX / SMEAX | |
| Total Expense Ratio | 0.17 | 1.26 | 13% |
| Annual Report Gross Expense Ratio | 0.17 | 1.26 | 13% |
| Fund Existence | 65 years | 25 years | - |
| Gain YTD | -9.970 | -7.666 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 903M | 15,836% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | 1.37 | -1.10 | -125% |
| Returns for 3 years | 11.10 | 9.32 | 119% |
| Returns for 5 years | 71.91 | 37.65 | 191% |
| Returns for 10 years | 84.65 | -14.24 | -594% |