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NAESX vs SMERX
NAESX vs SMERX Comparison
Open Charts NAESX vs SMERX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Equity R
Price$12.70
Change-$0.54 (-4.08%)
VolumeN/A
CapitalizationN/A
NAESX vs SMERX Comparison Chart
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NAESX vs. SMERX commentary
Dec 19, 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 Hold and SMERX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. SMERX (1.05B). NAESX pays higher dividends than SMERX: NAESX (1.31) vs SMERX (0.00). NAESX was incepted earlier than SMERX: NAESX (64 years) vs SMERX (23 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). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. SMERX (14.93). NAESX return over 5 years is better than : 53.79 vs. SMERX (15.73).
| NAESX | SMERX | NAESX / SMERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 23 years | - |
| Gain YTD | 17.994 | 12.681 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 1.05B | 15,950% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 19.54 | 14.93 | 131% |
| Returns for 3 years | 15.71 | 3.44 | 457% |
| Returns for 5 years | 53.79 | 15.73 | 342% |
| Returns for 10 years | 124.30 | -7.99 | -1,555% |
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