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NAESX vs SMEYX
NAESX vs SMEYX Comparison
Open Charts NAESX vs SMEYX
Vanguard Small Cap Index I
Price$121.28
Change+$2.45 (+2.06%)
VolumeN/A
Net Assets162.36B
Invesco Small Cap Equity Y
Price$17.19
Change+$0.40 (+2.38%)
VolumeN/A
Net Assets1.03B
NAESX vs SMEYX Comparison Chart in %
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NAESX vs. SMEYX commentary
Oct 14, 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 Buy and SMEYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SMEYX (1.03B). NAESX pays higher dividends than SMEYX: NAESX (1.23) 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 : 4.09 vs. SMEYX (0.18). NAESX return over 5 years is better than : 52.70 vs. SMEYX (19.85).
| 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 | 3.419 | 5.931 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 1.03B | 15,728% |
| Annual Yield % from dividends | 1.23 | 0.00 | - |
| Returns for 1 year | 4.09 | 0.18 | 2,286% |
| Returns for 3 years | 45.14 | 41.57 | 109% |
| Returns for 5 years | 52.70 | 19.85 | 265% |
| Returns for 10 years | 125.74 | 12.10 | 1,039% |
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