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NAESX vs SMEYX
NAESX vs SMEYX Comparison
Open Charts NAESX vs SMEYX
Vanguard Small Cap Index I
Price$115.36
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
Invesco Small Cap Equity Y
Price$16.27
Change-$0.17 (-1.03%)
VolumeN/A
Net Assets998.62M
NAESX vs SMEYX Comparison Chart in %
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NAESX vs. SMEYX commentary
Aug 08, 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 SMEYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. SMEYX (999M). NAESX pays higher dividends than SMEYX: NAESX (1.25) vs SMEYX (0.00). NAESX was incepted earlier than SMEYX: NAESX (65 years) vs SMEYX (17 years). SMEYX (1.00) is less costly to investors than NAESX (0.17). SMEYX is a more actively managed with annual turnover of: 50.00 vs. NAESX (13.00). SMEYX has a lower initial minimum investment than NAESX: SMEYX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 11.53 vs. SMEYX (8.23). NAESX return over 5 years is better than : 55.08 vs. SMEYX (23.43).
| NAESX | SMEYX | NAESX / SMEYX | |
| Total Expense Ratio | 0.17 | 1.00 | 17% |
| Annual Report Gross Expense Ratio | 0.17 | 1.00 | 17% |
| Fund Existence | 65 years | 17 years | - |
| Gain YTD | 0.632 | 3.722 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 154B | 999M | 15,415% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 11.53 | 8.23 | 140% |
| Returns for 3 years | 24.14 | 22.96 | 105% |
| Returns for 5 years | 55.08 | 23.43 | 235% |
| Returns for 10 years | 111.04 | 4.07 | 2,730% |
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