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NAESX vs SMERX
NAESX vs SMERX Comparison
Open Charts NAESX vs SMERX
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
Invesco Small Cap Equity R
Price$13.20
Change-$0.11 (-0.83%)
VolumeN/A
Net Assets1.02B
NAESX vs SMERX Comparison Chart in %
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NAESX vs. SMERX commentary
Aug 17, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SMERX (1.02B). NAESX pays higher dividends than SMERX: NAESX (1.25) vs SMERX (0.00). NAESX was incepted earlier than SMERX: NAESX (65 years) vs SMERX (23 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 : 9.15 vs. SMERX (2.25). NAESX return over 5 years is better than : 57.53 vs. SMERX (13.01).
| 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 | 23 years | - |
| Gain YTD | 2.494 | 4.101 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 1.02B | 15,157% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 9.15 | 2.25 | 407% |
| Returns for 3 years | 20.39 | 14.19 | 144% |
| Returns for 5 years | 57.53 | 13.01 | 442% |
| Returns for 10 years | 112.59 | -11.17 | -1,008% |
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