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NAESX vs SMECX
NAESX vs SMECX Comparison
Open Charts NAESX vs SMECX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
Invesco Small Cap Equity C
Price$7.57
Change+$0.05 (+0.66%)
VolumeN/A
Net Assets861.2M
NAESX vs SMECX Comparison Chart
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NAESX vs. SMECX commentary
Apr 18, 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: 143B vs. SMECX (861M). NAESX pays higher dividends than SMECX: NAESX (1.39) vs SMECX (0.00). NAESX was incepted earlier than SMECX: NAESX (65 years) vs SMECX (25 years). SMECX (2.01) is less costly to investors than NAESX (0.17). 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 : -2.42 vs. SMECX (-9.51). NAESX return over 5 years is better than : 66.71 vs. SMECX (8.36).
| NAESX | SMECX | NAESX / SMECX | |
| Total Expense Ratio | 0.17 | 2.01 | 8% |
| Annual Report Gross Expense Ratio | 0.17 | 2.01 | 8% |
| Fund Existence | 65 years | 25 years | - |
| Gain YTD | -14.464 | -12.150 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 861M | 16,609% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -2.42 | -9.51 | 25% |
| Returns for 3 years | 0.49 | -9.51 | -5% |
| Returns for 5 years | 66.71 | 8.36 | 798% |
| Returns for 10 years | 73.20 | -44.83 | -163% |
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