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NAESX vs SMERX
NAESX vs SMERX Comparison
Open Charts NAESX vs SMERX
Vanguard Small Cap Index I
Price$123.19
Change+$0.83 (+0.68%)
VolumeN/A
Net Assets161.58B
Invesco Small Cap Equity R
Price$13.83
Change+$0.15 (+1.10%)
VolumeN/A
Net Assets1.05B
NAESX vs SMERX Comparison Chart in %
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NAESX vs. SMERX commentary
Nov 27, 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 SMERX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SMERX (1.05B). NAESX pays higher dividends than SMERX: NAESX (1.22) vs SMERX (0.00). NAESX was incepted earlier than SMERX: NAESX (65 years) vs SMERX (24 years). SMERX (1.50) is less costly to investors than NAESX (0.17). SMERX is a more actively managed with annual turnover of: 50.00 vs. NAESX (13.00). SMERX has a lower initial minimum investment than NAESX: SMERX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -1.45 vs. SMERX (-8.05). NAESX return over 5 years is better than : 40.37 vs. SMERX (0.80).
| NAESX | SMERX | NAESX / SMERX | |
| Total Expense Ratio | 0.17 | 1.50 | 11% |
| Annual Report Gross Expense Ratio | 0.17 | 1.50 | 11% |
| Fund Existence | 65 years | 24 years | - |
| Gain YTD | 6.491 | 9.069 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.05B | 15,385% |
| Annual Yield % from dividends | 1.22 | 0.00 | - |
| Returns for 1 year | -1.45 | -8.05 | 18% |
| Returns for 3 years | 32.89 | 24.48 | 134% |
| Returns for 5 years | 40.37 | 0.80 | 5,036% |
| Returns for 10 years | 126.88 | -4.62 | -2,746% |
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