NAESX
Price
$113.74
Change
+$0.20 (+0.18%)
Updated
Jun 27 closing price
Net Assets
147.56B
SMERX
Price
$13.07
Change
+$0.06 (+0.46%)
Updated
Jun 27 closing price
Net Assets
1B
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NAESX vs SMERX

Header iconNAESX vs SMERX Comparison
Open Charts NAESX vs SMERXBanner chart's image
Vanguard Small Cap Index I
Price$113.74
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
Invesco Small Cap Equity R
Price$13.07
Change+$0.06 (+0.46%)
VolumeN/A
Net Assets1B
NAESX vs SMERX Comparison Chart in %
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NAESX vs. SMERX commentary
Jun 28, 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.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SMERX (1B). NAESX pays higher dividends than SMERX: NAESX (1.35) 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 : 8.91 vs. SMERX (5.86). NAESX return over 5 years is better than : 70.82 vs. SMERX (28.81).
NAESXSMERXNAESX / SMERX
Total Expense Ratio0.171.5011%
Annual Report Gross Expense Ratio0.171.5011%
Fund Existence65 years23 years-
Gain YTD-1.3132.603-50%
Front LoadN/AN/A-
Min. Initial Investment30001000300%
Min. Initial Investment IRAN/AN/A-
Net Assets148B1B14,741%
Annual Yield % from dividends1.350.00-
Returns for 1 year8.915.86152%
Returns for 3 years33.2129.45113%
Returns for 5 years70.8228.81246%
Returns for 10 years102.55-14.80-693%
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