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NAESX vs SMECX
NAESX vs SMECX Comparison
Open Charts NAESX vs SMECX
Vanguard Small Cap Index I
Price$115.32
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
Invesco Small Cap Equity C
Price$8.85
Change+$0.06 (+0.68%)
VolumeN/A
Net Assets1.01B
NAESX vs SMECX Comparison Chart in %
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NAESX vs. SMECX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. SMECX (1.01B). NAESX pays higher dividends than SMECX: NAESX (1.28) 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 : 2.40 vs. SMECX (-6.79). NAESX return over 5 years is better than : 61.97 vs. SMECX (2.21).
| 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 | -0.351 | 2.687 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 153B | 1.01B | 15,209% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 2.40 | -6.79 | -35% |
| Returns for 3 years | 34.84 | 22.77 | 153% |
| Returns for 5 years | 61.97 | 2.21 | 2,805% |
| Returns for 10 years | 103.02 | -35.42 | -291% |
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