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NAESX vs SMEYX
NAESX vs SMEYX Comparison
Open Charts NAESX vs SMEYX
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
Invesco Small Cap Equity Y
Price$16.70
Change+$0.12 (+0.72%)
VolumeN/A
Net Assets1.04B
NAESX vs SMEYX Comparison Chart
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NAESX vs. SMEYX commentary
Jan 19, 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: 155B vs. SMEYX (1.04B). 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). NAESX annual gain was more profitable for investors over the last year : 21.23 vs. SMEYX (19.71). NAESX return over 5 years is better than : 48.81 vs. SMEYX (24.73).
| 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 | 3.370 | 5.363 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 155B | 1.04B | 14,961% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 21.23 | 19.71 | 108% |
| Returns for 3 years | 17.16 | 12.69 | 135% |
| Returns for 5 years | 48.81 | 24.73 | 197% |
| Returns for 10 years | 126.44 | 11.72 | 1,079% |