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NAESX vs SMEAX
NAESX vs SMEAX Comparison
Open Charts NAESX vs SMEAX
Vanguard Small Cap Index I
Price$110.35
Change-$0.18 (-0.16%)
VolumeN/A
Net Assets147.56B
Invesco Small Cap Equity A
Price$14.47
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets970.52M
NAESX vs SMEAX Comparison Chart
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NAESX vs. SMEAX commentary
Jun 06, 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 StrongBuy and SMEAX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SMEAX (971M). NAESX pays higher dividends than SMEAX: NAESX (1.35) 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 : 4.88 vs. SMEAX (2.70). NAESX return over 5 years is better than : 52.45 vs. SMEAX (18.33).
| 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 | -3.929 | -1.027 | 383% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 148B | 971M | 15,242% |
| Annual Yield % from dividends | 1.35 | 0.00 | - |
| Returns for 1 year | 4.88 | 2.70 | 181% |
| Returns for 3 years | 18.26 | 16.43 | 111% |
| Returns for 5 years | 52.45 | 18.33 | 286% |
| Returns for 10 years | 95.90 | -9.68 | -991% |
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