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NAESX vs SMEAX
NAESX vs SMEAX Comparison
Open Charts NAESX vs SMEAX
Vanguard Small Cap Index I
Price$116.54
Change+$0.41 (+0.35%)
VolumeN/A
Net Assets153.28B
Invesco Small Cap Equity A
Price$15.34
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets1.02B
NAESX vs SMEAX Comparison Chart in %
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NAESX vs. SMEAX commentary
Jul 16, 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: 153B vs. SMEAX (1.02B). NAESX pays higher dividends than SMEAX: NAESX (1.28) vs SMEAX (0.00). NAESX was incepted earlier than SMEAX: NAESX (65 years) vs SMEAX (25 years). SMEAX (1.25) 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 : 7.61 vs. SMEAX (4.18). NAESX return over 5 years is better than : 64.01 vs. SMEAX (28.44).
| NAESX | SMEAX | NAESX / SMEAX | |
| Total Expense Ratio | 0.17 | 1.25 | 14% |
| Annual Report Gross Expense Ratio | 0.17 | 1.25 | 14% |
| Fund Existence | 65 years | 25 years | - |
| Gain YTD | 1.006 | 4.175 | 24% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.02B | 15,059% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 7.61 | 4.18 | 182% |
| Returns for 3 years | 36.67 | 35.89 | 102% |
| Returns for 5 years | 64.01 | 28.44 | 225% |
| Returns for 10 years | 105.78 | -5.11 | -2,069% |
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