NAESX
Price
$111.61
Change
+$1.26 (+1.14%)
Updated
Jun 6 closing price
Net Assets
147.56B
SMERX
Price
$12.72
Change
+$0.17 (+1.35%)
Updated
Jun 6 closing price
Net Assets
970.73M
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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$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
Invesco Small Cap Equity R
Price$12.72
Change+$0.17 (+1.35%)
VolumeN/A
Net Assets970.73M
NAESX vs SMERX Comparison Chart
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NAESX vs. SMERX commentary
Jun 07, 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 StrongBuy and SMERX is a Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. SMERX (971M). 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 : 5.13 vs. SMERX (2.20). NAESX return over 5 years is better than : 52.20 vs. SMERX (12.25).
NAESXSMERXNAESX / SMERX
Total Expense Ratio0.171.5011%
Annual Report Gross Expense Ratio0.171.5011%
Fund Existence65 years23 years-
Gain YTD-4.086-1.025398%
Front LoadN/AN/A-
Min. Initial Investment30001000300%
Min. Initial Investment IRAN/AN/A-
Net Assets148B971M15,242%
Annual Yield % from dividends1.350.00-
Returns for 1 year5.132.20233%
Returns for 3 years16.6312.66131%
Returns for 5 years52.2012.25426%
Returns for 10 years96.08-17.81-539%
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