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NAESX vs SMERX
NAESX vs SMERX Comparison
Open Charts NAESX vs SMERX
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
Invesco Small Cap Equity R
Price$12.67
Change-$0.42 (-3.21%)
VolumeN/A
Net Assets1.01B
NAESX vs SMERX Comparison Chart
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NAESX vs. SMERX commentary
Feb 22, 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: 161B vs. SMERX (1.01B). 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 : 16.60 vs. SMERX (10.51). NAESX return over 5 years is better than : 49.59 vs. SMERX (14.22).
| 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 | 3.335 | 4.495 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 161B | 1.01B | 15,925% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 16.60 | 10.51 | 158% |
| Returns for 3 years | 21.37 | 12.19 | 175% |
| Returns for 5 years | 49.59 | 14.22 | 349% |
| Returns for 10 years | 112.92 | -11.01 | -1,025% |
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