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NAESX vs SMERX
NAESX vs SMERX Comparison
Open Charts NAESX vs SMERX
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
Invesco Small Cap Equity R
Price$12.18
Change+$0.13 (+1.08%)
VolumeN/A
Net Assets929.7M
NAESX vs SMERX Comparison Chart
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NAESX vs. SMERX commentary
May 09, 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: 140B vs. SMERX (930M). NAESX pays higher dividends than SMERX: NAESX (1.43) 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: 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 : -0.09 vs. SMERX (-3.14). NAESX return over 5 years is better than : 65.08 vs. SMERX (26.44).
| 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 | -8.414 | -4.968 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 930M | 15,054% |
| Annual Yield % from dividends | 1.43 | 0.00 | - |
| Returns for 1 year | -0.09 | -3.14 | 3% |
| Returns for 3 years | 20.27 | 17.10 | 118% |
| Returns for 5 years | 65.08 | 26.44 | 246% |
| Returns for 10 years | 87.81 | -19.93 | -441% |
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