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NAESX vs SMLKX
NAESX vs SMLKX Comparison
Open Charts NAESX vs SMLKX
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
Shelton S&P Smallcap Index K
Price$21.33
Change-$0.28 (-1.30%)
VolumeN/A
Net Assets51.36M
NAESX vs SMLKX Comparison Chart in %
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NAESX vs. SMLKX commentary
Oct 09, 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 SMLKX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. SMLKX (51.4M). NAESX pays higher dividends than SMLKX: NAESX (1.23) vs SMLKX (0.48). NAESX was incepted earlier than SMLKX: NAESX (65 years) vs SMLKX (22 years). SMLKX (1.41) is less costly to investors than NAESX (0.17). SMLKX is a more actively managed with annual turnover of: 26.00 vs. NAESX (13.00). 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 : 10.42 vs. SMLKX (-3.59). NAESX return over 5 years is better than : 58.94 vs. SMLKX (16.81).
| NAESX | SMLKX | NAESX / SMLKX | |
| Total Expense Ratio | 0.17 | 1.41 | 12% |
| Annual Report Gross Expense Ratio | 0.17 | 1.41 | 12% |
| Fund Existence | 65 years | 22 years | - |
| Gain YTD | 7.684 | 3.989 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000 | 1000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 162B | 51.4M | 315,175% |
| Annual Yield % from dividends | 1.23 | 0.48 | 254% |
| Returns for 1 year | 10.42 | -3.59 | -290% |
| Returns for 3 years | 48.54 | 10.97 | 443% |
| Returns for 5 years | 58.94 | 16.81 | 351% |
| Returns for 10 years | 133.72 | 8.52 | 1,570% |
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