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NAESX vs SMEYX
NAESX vs SMEYX Comparison
Open Charts NAESX vs SMEYX
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Equity Y
Price$16.62
Change-$0.11 (-0.66%)
VolumeN/A
CapitalizationN/A
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NAESX vs SMEYX Comparison Chart
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NAESX vs. SMEYX commentary
Sep 21, 2024
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 SMEYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. SMEYX (988M). NAESX pays higher dividends than SMEYX: NAESX (1.31) vs SMEYX (0.00). NAESX was incepted earlier than SMEYX: NAESX (64 years) vs SMEYX (16 years). SMEYX is a more actively managed with annual turnover of: 43.00 vs. NAESX (12.00). SMEYX has a lower initial minimum investment than NAESX: SMEYX (1000) vs NAESX (3000). SMEYX (26.48) and NAESX (25.47) have marching annual gain over last year. NAESX return over 5 years is better than : 53.25 vs. SMEYX (20.27).
| NAESX | SMEYX | NAESX / SMEYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 16 years | - |
| Gain YTD | 10.861 | 15.658 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 149B | 988M | 15,081% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 25.47 | 26.48 | 96% |
| Returns for 3 years | 8.84 | -7.89 | -112% |
| Returns for 5 years | 53.25 | 20.27 | 263% |
| Returns for 10 years | 120.79 | 0.14 | 86,399% |