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NAESX vs SMERX
NAESX vs SMERX Comparison
Open Charts NAESX vs SMERX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Invesco Small Cap Equity R
Price$13.36
Change+$0.09 (+0.68%)
VolumeN/A
Net Assets1.04B
NAESX vs SMERX Comparison Chart
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NAESX vs. SMERX commentary
Jan 19, 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 Hold and SMERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. SMERX (1.04B). 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 : 21.23 vs. SMERX (17.19). NAESX return over 5 years is better than : 48.81 vs. SMERX (14.29).
| 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 | 3.370 | 5.363 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.04B | 14,961% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 21.23 | 17.19 | 124% |
| Returns for 3 years | 17.16 | 8.53 | 201% |
| Returns for 5 years | 48.81 | 14.29 | 342% |
| Returns for 10 years | 126.44 | -4.64 | -2,725% |