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NAESX vs SMERX
NAESX vs SMERX Comparison
Open Charts NAESX vs SMERX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Equity R
Price$14.22
Change-$0.17 (-1.18%)
VolumeN/A
CapitalizationN/A
NAESX vs SMERX Comparison Chart
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NAESX vs. SMERX 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 SMERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. SMERX (1.02B). NAESX pays higher dividends than SMERX: NAESX (1.31) vs SMERX (0.00). NAESX was incepted earlier than SMERX: NAESX (64 years) vs SMERX (22 years). SMERX is a more actively managed with annual turnover of: 43.00 vs. NAESX (12.00). SMERX has a lower initial minimum investment than NAESX: SMERX (1000) vs NAESX (3000). SMERX annual gain was more profitable for investors over the last year : 32.53 vs. NAESX (30.24). NAESX return over 5 years is better than : 55.43 vs. SMERX (13.94).
| NAESX | SMERX | NAESX / SMERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 22 years | - |
| Gain YTD | 15.758 | 21.021 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| 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 | 32.53 | 93% |
| Returns for 3 years | 4.66 | -16.74 | -28% |
| Returns for 5 years | 55.43 | 13.94 | 398% |
| Returns for 10 years | 122.58 | -13.40 | -915% |
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