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NAESX vs SMEYX
NAESX vs SMEYX Comparison
Open Charts NAESX vs SMEYX
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Equity Y
Price$17.48
Change-$0.21 (-1.19%)
VolumeN/A
CapitalizationN/A
NAESX vs SMEYX Comparison Chart
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NAESX vs. SMEYX commentary
Nov 18, 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: 151B vs. SMEYX (1.02B). 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 annual gain was more profitable for investors over the last year : 33.33 vs. NAESX (30.24). NAESX return over 5 years is better than : 55.43 vs. SMEYX (24.16).
| 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 | 15.758 | 21.642 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 151B | 1.02B | 14,761% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 30.24 | 33.33 | 91% |
| Returns for 3 years | 4.66 | -12.18 | -38% |
| Returns for 5 years | 55.43 | 24.16 | 229% |
| Returns for 10 years | 122.58 | 0.71 | 17,184% |
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