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NAESX vs SMEFX
NAESX vs SMEFX Comparison
Open Charts NAESX vs SMEFX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Invesco Small Cap Equity R6
Price$18.14
Change-$0.61 (-3.25%)
VolumeN/A
Net Assets977.29M
NAESX vs SMEFX Comparison Chart
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NAESX vs. SMEFX commentary
Feb 23, 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 SMEFX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. SMEFX (977M). NAESX pays higher dividends than SMEFX: NAESX (1.31) vs SMEFX (0.00). NAESX was incepted earlier than SMEFX: NAESX (64 years) vs SMEFX (12 years). SMEFX is a more actively managed with annual turnover of: 43.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than SMEFX: NAESX (3000) vs SMEFX (1000000). NAESX annual gain was more profitable for investors over the last year : 11.22 vs. SMEFX (7.78). NAESX return over 5 years is better than : 44.30 vs. SMEFX (24.62).
| NAESX | SMEFX | NAESX / SMEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 12 years | - |
| Gain YTD | -0.321 | 0.000 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 977M | 16,479% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 11.22 | 7.78 | 144% |
| Returns for 3 years | 18.76 | 15.10 | 124% |
| Returns for 5 years | 44.30 | 24.62 | 180% |
| Returns for 10 years | 105.17 | 8.31 | 1,266% |
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