Ad is loading...
NAESX vs SMEAX
NAESX vs SMEAX Comparison
Open Charts NAESX vs SMEAX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Invesco Small Cap Equity A
Price$15.38
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets1.04B
NAESX vs SMEAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAESX vs. SMEAX commentary
Jan 19, 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 Hold and SMEAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SMEAX (1.04B). 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 : 21.23 vs. SMEAX (18.67). NAESX return over 5 years is better than : 48.81 vs. SMEAX (20.53).
| 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 | 3.370 | 5.270 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.04B | 14,961% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 21.23 | 18.67 | 114% |
| Returns for 3 years | 17.16 | 10.97 | 156% |
| Returns for 5 years | 48.81 | 20.53 | 238% |
| Returns for 10 years | 126.44 | 4.98 | 2,537% |