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NAESX vs SMECX
NAESX vs SMECX Comparison
Open Charts NAESX vs SMECX
Vanguard Small Cap Index I
Price$121.46
Change+$0.30 (+0.25%)
VolumeN/A
Net Assets154.18B
Invesco Small Cap Equity C
Price$9.18
Change+$0.02 (+0.22%)
VolumeN/A
Net Assets1.04B
NAESX vs SMECX Comparison Chart in %
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NAESX vs. SMECX commentary
Aug 29, 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 SMECX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SMECX (1.04B). NAESX pays higher dividends than SMECX: NAESX (1.25) vs SMECX (0.00). NAESX was incepted earlier than SMECX: NAESX (65 years) vs SMECX (25 years). SMECX (2.00) is less costly to investors than NAESX (0.17). SMECX is a more actively managed with annual turnover of: 50.00 vs. NAESX (13.00). SMECX has a lower initial minimum investment than NAESX: SMECX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.99 vs. SMECX (-1.08). NAESX return over 5 years is better than : 60.61 vs. SMECX (-1.29).
| NAESX | SMECX | NAESX / SMECX | |
| Total Expense Ratio | 0.17 | 2.00 | 9% |
| Annual Report Gross Expense Ratio | 0.17 | 2.00 | 9% |
| Fund Existence | 65 years | 25 years | - |
| Gain YTD | 5.381 | 7.009 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.04B | 14,851% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 9.99 | -1.08 | -925% |
| Returns for 3 years | 32.16 | 17.44 | 184% |
| Returns for 5 years | 60.61 | -1.29 | -4,688% |
| Returns for 10 years | 130.39 | -26.90 | -485% |
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