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NAESX vs SMLKX
NAESX vs SMLKX Comparison
Open Charts NAESX vs SMLKX
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
Shelton S&P Smallcap Index K
Price$20.99
Change-$0.87 (-3.98%)
VolumeN/A
CapitalizationN/A
NAESX vs SMLKX Comparison Chart
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NAESX vs. SMLKX commentary
Dec 19, 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 Hold and SMLKX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. SMLKX (55.4M). NAESX pays higher dividends than SMLKX: NAESX (1.31) vs SMLKX (0.43). NAESX was incepted earlier than SMLKX: NAESX (64 years) vs SMLKX (21 years). NAESX (12.00) and SMLKX (12.00) have comparable annual turnover. SMLKX has a lower initial minimum investment than NAESX: SMLKX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 19.54 vs. SMLKX (-0.69). NAESX return over 5 years is better than : 53.79 vs. SMLKX (2.90).
| NAESX | SMLKX | NAESX / SMLKX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 64 years | 21 years | - |
| Gain YTD | 17.994 | -1.013 | -1,776% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 167B | 55.4M | 301,444% |
| Annual Yield % from dividends | 1.31 | 0.43 | 305% |
| Returns for 1 year | 19.54 | -0.69 | -2,846% |
| Returns for 3 years | 15.71 | -12.35 | -127% |
| Returns for 5 years | 53.79 | 2.90 | 1,856% |
| Returns for 10 years | 124.30 | 6.71 | 1,851% |
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