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NAESX vs SMEFX
NAESX vs SMEFX Comparison
Open Charts NAESX vs SMEFX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Equity R6
Price$19.84
Change-$0.23 (-1.15%)
VolumeN/A
CapitalizationN/A
NAESX vs SMEFX Comparison Chart
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NAESX vs. SMEFX commentary
Nov 18, 2024
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 StrongBuy and SMEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. SMEFX (1.02B). 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). SMEFX annual gain was more profitable for investors over the last year : 33.60 vs. NAESX (30.24). NAESX return over 5 years is better than : 55.43 vs. SMEFX (29.81).
| 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 | 15.758 | 21.793 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.02B | 14,761% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 30.24 | 33.60 | 90% |
| Returns for 3 years | 4.66 | -9.80 | -48% |
| Returns for 5 years | 55.43 | 29.81 | 186% |
| Returns for 10 years | 122.58 | 9.65 | 1,270% |
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