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NAESX vs SMEIX
NAESX vs SMEIX Comparison
Open Charts NAESX vs SMEIX
Vanguard Small Cap Index I
Price$123.43
Change+$1.88 (+1.55%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Equity R5
Price$20.52
Change+$0.31 (+1.53%)
VolumeN/A
CapitalizationN/A
NAESX vs SMEIX Comparison Chart
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NAESX vs. SMEIX commentary
Nov 23, 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 SMEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. SMEIX (1.06B). NAESX pays higher dividends than SMEIX: NAESX (1.31) vs SMEIX (0.00). NAESX was incepted earlier than SMEIX: NAESX (64 years) vs SMEIX (20 years). SMEIX is a more actively managed with annual turnover of: 43.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than SMEIX: NAESX (3000) vs SMEIX (1000000). SMEIX annual gain was more profitable for investors over the last year : 38.09 vs. NAESX (34.50). NAESX return over 5 years is better than : 63.38 vs. SMEIX (36.67).
| NAESX | SMEIX | NAESX / SMEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 20 years | - |
| Gain YTD | 21.064 | 27.771 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.06B | 14,299% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 34.50 | 38.09 | 91% |
| Returns for 3 years | 12.49 | -2.91 | -430% |
| Returns for 5 years | 63.38 | 36.67 | 173% |
| Returns for 10 years | 129.56 | 11.68 | 1,109% |