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NAESX vs SMECX
NAESX vs SMECX Comparison
Open Charts NAESX vs SMECX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Invesco Small Cap Equity C
Price$9.01
Change+$0.06 (+0.67%)
VolumeN/A
Net Assets1.04B
NAESX vs SMECX Comparison Chart
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NAESX vs. SMECX 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 SMECX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SMECX (1.04B). NAESX pays higher dividends than SMECX: NAESX (1.31) vs SMECX (0.00). NAESX was incepted earlier than SMECX: NAESX (64 years) vs SMECX (24 years). SMECX is a more actively managed with annual turnover of: 43.00 vs. NAESX (12.00). 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 : 21.23 vs. SMECX (12.20). NAESX return over 5 years is better than : 48.81 vs. SMECX (-3.12).
| NAESX | SMECX | NAESX / SMECX | |
| 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 | 5.257 | 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 | 12.20 | 174% |
| Returns for 3 years | 17.16 | 1.35 | 1,271% |
| Returns for 5 years | 48.81 | -3.12 | -1,565% |
| Returns for 10 years | 126.44 | -27.80 | -455% |