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NAESX vs SMERX
NAESX vs SMERX Comparison
Open Charts NAESX vs SMERX
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
Invesco Small Cap Equity R
Price$11.23
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets861.2M
NAESX vs SMERX Comparison Chart
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NAESX vs. SMERX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. SMERX (861M). NAESX pays higher dividends than SMERX: NAESX (1.39) vs SMERX (0.00). NAESX was incepted earlier than SMERX: NAESX (65 years) vs SMERX (23 years). SMERX (1.51) is less costly to investors than NAESX (0.17). 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 : -2.42 vs. SMERX (-5.58). NAESX return over 5 years is better than : 66.71 vs. SMERX (27.69).
| NAESX | SMERX | NAESX / SMERX | |
| Total Expense Ratio | 0.17 | 1.51 | 11% |
| Annual Report Gross Expense Ratio | 0.17 | 1.51 | 11% |
| Fund Existence | 65 years | 23 years | - |
| Gain YTD | -14.464 | -11.987 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 861M | 16,609% |
| Annual Yield % from dividends | 1.39 | 0.00 | - |
| Returns for 1 year | -2.42 | -5.58 | 43% |
| Returns for 3 years | 0.49 | -3.13 | -16% |
| Returns for 5 years | 66.71 | 27.69 | 241% |
| Returns for 10 years | 73.20 | -27.15 | -270% |
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