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NAESX vs SMEAX
NAESX vs SMEAX Comparison
Open Charts NAESX vs SMEAX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Equity A
Price$14.62
Change-$0.63 (-4.13%)
VolumeN/A
CapitalizationN/A
NAESX vs SMEAX Comparison Chart
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NAESX vs. SMEAX 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 SMEAX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. SMEAX (1.05B). NAESX pays higher dividends than SMEAX: NAESX (1.31) vs SMEAX (0.00). NAESX was incepted earlier than SMEAX: NAESX (64 years) vs SMEAX (24 years). SMEAX is a more actively managed with annual turnover of: 43.00 vs. NAESX (12.00). 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 : 19.54 vs. SMEAX (10.09). NAESX return over 5 years is better than : 53.79 vs. SMEAX (16.77).
| NAESX | SMEAX | NAESX / SMEAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 24 years | - |
| Gain YTD | 17.994 | 9.513 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.05B | 15,950% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 19.54 | 10.09 | 194% |
| Returns for 3 years | 15.71 | 1.46 | 1,078% |
| Returns for 5 years | 53.79 | 16.77 | 321% |
| Returns for 10 years | 124.30 | -2.86 | -4,350% |
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