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NAESX vs SMECX
NAESX vs SMECX Comparison
Open Charts NAESX vs SMECX
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
Invesco Small Cap Equity C
Price$9.23
Change-$0.10 (-1.07%)
VolumeN/A
Net Assets1.07B
NAESX vs SMECX Comparison Chart in %
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NAESX vs. SMECX commentary
Oct 08, 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: 162B vs. SMECX (1.07B). NAESX pays higher dividends than SMECX: NAESX (1.23) 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 : 10.42 vs. SMECX (-0.85). NAESX return over 5 years is better than : 58.94 vs. SMECX (-3.22).
| 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 | 7.684 | 8.995 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.07B | 15,154% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 10.42 | -0.85 | -1,225% |
| Returns for 3 years | 48.54 | 29.76 | 163% |
| Returns for 5 years | 58.94 | -3.22 | -1,833% |
| Returns for 10 years | 133.72 | -25.24 | -530% |
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