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NAESX vs SMEAX
NAESX vs SMEAX Comparison
Open Charts NAESX vs SMEAX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Equity A
Price$16.20
Change-$0.19 (-1.16%)
VolumeN/A
CapitalizationN/A
NAESX vs SMEAX Comparison Chart
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NAESX vs. SMEAX commentary
Nov 18, 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 StrongBuy and SMEAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. SMEAX (1.02B). 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). SMEAX annual gain was more profitable for investors over the last year : 32.90 vs. NAESX (30.24). NAESX return over 5 years is better than : 55.43 vs. SMEAX (20.09).
| 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 | 15.758 | 21.348 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.02B | 14,761% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 30.24 | 32.90 | 92% |
| Returns for 3 years | 4.66 | -13.97 | -33% |
| Returns for 5 years | 55.43 | 20.09 | 276% |
| Returns for 10 years | 122.58 | -5.04 | -2,432% |
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